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This one puts together a comparison of 20 forecasts on when the memory shortage might end, covering predictions made over the past year. It also looks at why the forecasts differ, including supply, pricing, new fab capacity, and AI demand.

Not just Dell’s AI servers, but also HP’s. This AI boom is first benefiting all the AI hardware companies.

The market is anxious, executives are anxious, temporary tent data centers？And meanwhile large-scale layoffs are happening in meta.

Hardware vendors have been some of the biggest winners of the AI boom so far. When will AI software companies start seeing the same payoff?

“The Facebook and Instagram owner plans to significantly expand its selection of AI glasses and add a business-focused service called "Wearables for Work" the report said, citing an internal memo by Alex Himel, Meta's vice president of wearables.“

Very promising direction for the future of AI infrastructure. Memory bandwidth, power efficiency, and thermals are becoming just as important as GPU performance itself. If Intel’s ZAM architecture can scale beyond prototype stage, this could become one of the most important memory innovations of the AI era.

The numbers don't seem to add up at first glance—Samsung hikes Q2 contracts by 30% while China's spot market is seeing 10-20% fire sales.