AI Is Rewriting the Memory Industry - And Apple May Be the First Consumer Giant to Pass on the Cost
Micron's record quarter, industry supply constraints and Apple's pricing changes point to a structural shift in the global memory market driven by AI
Big Tech coverage with earnings, regulation, and platform shifts impacting markets and competition.
How a Bet on a ‘Niche’ Memory Chip Helped SK Hynix Challenge Samsung’s Dominance
SK Hynix transformed itself from a struggling memory maker into an AI leader through an early bet on high-bandwidth memory chips.
NVIDIA Unveils Vera Rubin Platform, Bringing Supercomputer-Class AI to a Single Rack
NVIDIA unveiled Vera Rubin, a rack-scale platform delivering more than 7 exaflops of AI performance for scientific computing, climate research
Trump Says Apple Will Work With Intel on US Chip Design and Production
Trump said Apple will work with Intel on US chip design and production, though neither company has publicly confirmed the agreement.
AMD and Rackspace Launch 30 MW AI Infrastructure Platform for Sovereign and Regulated Industries
AMD and Rackspace will deploy 30 MW of AI infrastructure designed for sovereign and regulated industries
Microsoft Unveils Faster AI-Powered Surface PCs with Major Graphics Upgrades
Microsoft unveiled new Surface Pro and Surface Laptop devices featuring Qualcomm's X2 AI chips, faster graphics, and enhanced on-device AI
AMD Commits £2 Billion to Expand UK AI Infrastructure and Strengthen Sovereign Computing Capabilities
The investment represents one of AMD's largest country-specific AI commitments in Europe and aligns with the UK's broader strategy
South Korea Emerges as an AI Infrastructure Powerhouse as NVIDIA Deepens Ties With SK Telecom and SK hynix
SK Telecom announced plans to build a gigawatt-scale AI Cloud in South Korea using NVIDIA's newly introduced DSX AI Factory platform.
AMD Bets on Platform Longevity as It Extends AM5 Through 2029 and Expands High-Performance Computing Ecosystem
AMD used Computex 2026 to extend AM5 platform support through 2029, launch new Ryzen processors, expand RDNA 4 graphics globally
AMD Launches EPYC 8005 "Sorano" Server CPUs: 84 Zen 5 Cores at 225 Watts Targets Telco, Edge and Cloud Storage
AMD Launches EPYC 8005 Server CPUs with Up to 84 Zen 5 Cores for Edge, Telco and Cloud Storage
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