Nvidia’s revenue-share program increases the number of AI training/inference runs, which lifts demand for high-bandwidth memory and DRAM used in AI data centers. That’s the cleanest “AI compute → ...

Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.

Apple's fall announcements will include the iPhone 18 Pro and iPhone Ultra. Here's what to expect from the chip that will ...

AMD Advancing AI 2026 keynote on July 23 arrives as Cantor Fitzgerald raised AMD’s price target to $700 today. AMD Helios packs 31 TB of HBM4 memory versus Vera Rubin’s 20.7 TB — but trails Nvidia on ...

VMware migrations, storage partnerships, and AI inference tailwinds. Read here for a detailed investment analysis.

Alphabet stock dropped roughly 10% on June 22 as investors balked at a $180 billion AI capex program with no clear FCF ...

People who attended or experienced the same event often remember it in completely different ways. For instance, one person might remember a family dinner as warm and enjoyable, while another might ...

CME Group and Silicon Data are launching a futures exchange for computing capacity. Contracts will be based on daily GPU benchmarks for on-demand rental rates. Memory prices soared in the first ...

Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU ...

Use left and right arrow keys to seek audio. Intel's latest driver release, 32.0.101.8517, for Arc Pro GPUs increases the integrated GPU's memory allocation to enable broader LLM inference support.

For decades, 'mental wellbeing' has been one of the most used, but least agreed upon, terms in mental health. Now, a landmark study led by Adelaide University and Be Well Co has brought alignment to ...