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Memory Giants Gain Pricing Power Over AI Firms as DDR5 RDIMMs Beat HBM Profitability, Setting Stage for 2027 Hikes

A character in Watch Dogs: Legion interacts with a large, holographic mask near Big Ben, with drones hovering nearby. AI comments by Clint Hocking.

‘The Genie Is Out of the Bottle’: Ex-Ubisoft Director Clint Hocking Says AI in Games Is Inevitable, Pushes Back Fears

Update: MediaTek Says Intel & TSMC Are Crucial Partners For Packaging

Intel’s EMIB-T Packaging Pulls Two More Taiwanese Suppliers Into Google’s TPU Orbit as TSMC’s CoWoS Strains

Intel Plans Crescent Island AI & Workstation Discrete GPUs With Xe3P Graphics, But Might Miss The Arc Gaming Family 1

Intel Crescent Island “Xe3P” GPU Scales To 480 GB of “Cost-Optimized” LPDDR5X Memory, Beating NVIDIA Rubin & AMD MI450X With Highest Capacity

NVIDIA Confirms Vera Rubin Launch In Q3 With Volume Ramp by Q4, As Blackwell Continues To See Massive Demand

NVIDIA Vera Rubin Enters Full Production, Ready To Bring The Full Force of NVIDIA’s AI Might To Agentic AI Factories

Close-up image of SK Hynix memory modules with visible chips and gold contacts.

Sharp Memory Price Jumps Will Be Felt More Severely In Dell’s PC, Server Markets In Coming Months, Says Bank

FuriosaAI Ditches GPU Playbook For 2nm Broadcom-Built Inference Chip, Claims HBM4/E Bandwidth Beats Even The Most Efficient GPUs

FuriosaAI Ditches GPU Playbook For 2nm Broadcom-Built Inference Chip, Claims HBM4/E Bandwidth Beats Even The Most Efficient GPUs

Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply

A close-up of an unbranded RAM module with 'cxmt' chips partially inserted into a motherboard slot.

NVIDIA CFO Teases Rivals Caught Off Guard by Memory Shortage, Says Her Firm Knew Prices Would Soar

NVIDIA Taps Taiwanese Nanya Technology's LPDDR5X Memory For Vera Rubin Platform, Offering 3x Capacity & Over 50% Bandwidth Boost 1

NVIDIA’s Vera CPUs Set to Outrun Intel and AMD x86 Chips by 1.5x at Computex 2026, Analysts Predict

AMD Has Begun Sampling MI450 GPUs & Also Engaged With Customers On MI500, Largest AI Deployments Are For Inference

AMD Invests $10 Billion In Taiwan as Helios AI Racks With Venice EPYC & MI450X Head Toward Multi-Gigawatt Deployments

NVIDIA Expects Zero Revenue From China Even As Its Export-Locked H200s Are Approved For Sales

Two rectangular AMD-branded data center servers on a dark, landscape-like surface.

AMD Claims Leadership Tokens/$ With Its Ryzen AI Halo Dev Platform, Tackles NVIDIA’s Spark at $3999 & Pays For Itself Within 6-Months

A person in a shiny jacket holds up a graphics card on stage with a presentation backdrop.

NVIDIA Loses Ground With AI Engineers as Cooling and Power Costs Push Hyperscalers Toward Custom ASICs, Evercore Warns

Alibaba Targets NVIDIA's Hopper With Zhenwu M890 AI Chip, Claiming 3x The H20 Performance, 144GB HBM3 & A Roadmap Through 2028

Alibaba Targets NVIDIA’s Hopper With Zhenwu M890 AI Chip, Claiming 3x The H20 Performance, 144GB HBM3 & A Roadmap Through 2028

Intel's Crescent Island PCB Leaks, Showing a Massive Xe3P GPU and 160GB of LPDDR5X as Intel Sidesteps the HBM Shortage

Intel’s Crescent Island PCB Leaks, Showing a Massive Xe3P GPU, 16-Pin Connector, 160GB LPDDR5X as Intel Sidesteps the HBM Shortage

NVIDIA Pivots to CPUs to Salvage China Revenue After GPU Restrictions, As Several Customers Show Interest In Vera CPUs

NVIDIA Hand-Delivers First Vera CPUs to Anthropic, OpenAI, SpaceX and Oracle as Grace’s Successor Powers the Agentic AI Era

NVIDIA Blackwell Costs Twice As Much As Google And Amazon’s Custom AI Chips, Yet Morgan Stanley Says It’s Worth It

A close-up of an unbranded RAM module with 'cxmt' chips partially inserted into a motherboard slot.

Ex-Samsung Chip Boss Says China’s DRAM Blitz Could Crush The 414% DDR5 Price Spike Within A Year

LPDDR Memory Demand For NVIDIA Rubin In AI To Exceed The Combined Demand of Samsung & Apple In 2027

NVIDIA’s Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply

NVIDIA’s Rubin Ultra Could Hand Intel a Lifeline as UBS Flags EMIB-T Packaging for 4-Chip Variant

TSMC’s AI Dominance Isn’t Under Threat By Intel Due To Key Raw Material Production, Says Citi

The image shows the Apple and Intel logos against a blue, futuristic background.

TSMC’s AI Windfall Is Pushing Apple Out, And Cupertino Is Turning To Intel’s 18A-P Before It Loses Bargaining Power

NVIDIA GeForce RTX 5080 Vs RTX 4080 Super: Newer But Is It Better? 1

China’s Largest Retailer, JD, Is Selling Banned NVIDIA RTX 5090 & RTX PRO 6000 Blackwell GPUs, But These Are Definitely Smuggled

Agentic AI Is Pulling CPUs Back Into the Spotlight, and Major Supplier’s Substrate Order Book Proves It

NVIDIA Says Five-Year-Old GPUs Are Aging Like 'Fine Wine,' As Prices Climb Due To Growing AI Demand

NVIDIA Says Five-Year-Old GPUs Are Aging Like ‘Fine Wine,’ As Prices Climb Due To Growing AI Demand

NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space

NVIDIA Silently Builds an Orbital AI Empire With 5 Partners, Racing Elon Musk to Put Datacenters in Space

NVIDIA's Vera CPU Locks In CoreWeave, Meta, Oracle and Alibaba as Early Buyers, Opening a Multi-Billion-Dollar Front Beyond Rubin Racks

NVIDIA’s Vera CPU Locks In CoreWeave, Meta, Oracle and Alibaba as Early Buyers, Opening a Multi-Billion-Dollar Front Beyond Rubin Racks

Two RISC-V development boards are shown under the text 'Compute Power Awakens: Your Ticket to RISC-V Desktop AI.'

Sipeed Crams 32GB LPDDR5 and a 60 TOPS NPU Into a Compact RISC-V Board That Hits 15 Tokens/s on Qwen-3.5 35B AI LLMs

A presentation slide for 'Horizon' by Guerrilla showcases AI's role in creative design with a comparison of real and AI-generated hair textures beside the main character Aloy.

Sony Doubles Down on AI in PlayStation Studios, but Insists Human Creators Won’t Be Replaced

A server room scene with the text 'Zyphra AMD 15 MW AMD MI355X GPUs'.

Zyphra & AMD Launch New Open AI Platform Powered By 15MW MI355X GPUs With Expansion Planned To MI450 & Beyond

AMD's vLLM-ATOM Plugin Supercharges DeepSeek-R1, Kimi-K2, and gpt-oss-120B AI LLM Inference on Instinct MI350 and MI400 Accelerators

AMD’s vLLM-ATOM Plugin Supercharges DeepSeek-R1, Kimi-K2, and gpt-oss-120B AI LLM Inference on Instinct MI350 and MI400 Accelerators

A character from the game Lies of P with detailed facial features and period clothing stands against a blurred background.

Lies of P Studio Round8 is Hiring an “AI Creator” to use GenAI Tech to Speed Up Art Production