News
2025
NVIDIA Strikes $20B Groq Deal to Reinforce AI Inference Dominance
·601 words·3 mins
NVIDIA
Groq
AI Inference
Semiconductors
Data Centers
Memory Milestones: 256GB DDR5 and the Rising AI Tax
·583 words·3 mins
Memory
DDR5
AI Infrastructure
SK Hynix
G.Skill
Maxsun
Micron Warns Memory Shortage Will Persist Despite Expansion
·483 words·3 mins
Micron
Memory
DRAM
HBM
AI Infrastructure
Semiconductors
Apple Begins Development of an OLED iMac
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Apple
IMac
OLED
Display Technology
Supply Chain
Intel in Talks to Acquire AI Chip Unicorn SambaNova at Deep Discount
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AI
Semiconductor
Intel
Startup
M&A
Global Server Market Hits $112.4B as AI Demand Surges
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Servers
Data Centers
AI Infrastructure
Cloud Computing
Market Analysis
Why the US Approved NVIDIA H200 Exports to China
·642 words·4 mins
Geopolitics
NVIDIA
H200
US-China
AI Chips
Semiconductors
Global DRAM Boom: October Sales Skyrocket 90% Amid AI Demand
·395 words·2 mins
Semiconductors
DRAM
AI
Smartphones
Memory Market
Apple Faces Executive Exodus as M-Series Chip Leaders Consider Departure
·636 words·3 mins
Apple
Leadership
Executive Changes
AI Strategy
M-Series Chips
Marvell’s $3.25B Bet: Acquiring Celestial AI
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Marvell
M&A
Celestial AI
AI Infrastructure