The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ

kept by eddie jun 03

The S&P 500 surged 16% in April-May fueled by memory-chip stocks, reminiscent of the dot-com boom, and history suggests further gains ahead.

AI Has Made Memory Chips One of the World’s Most Profitable Products - WSJ
Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.
also on Micron Technology, Samsung, #hardware, #ai
Micron Announces Exit from Crucial Consumer Business
Micron is exiting its Crucial consumer memory business to redirect supply toward AI-driven data center customers, ending the 29-year-old brand.
also on Micron Technology, #hardware, #ai
Run AI Models Locally: A New Laptop Era Begins - IEEE Spectrum
The push to run AI models locally is driving the biggest change in laptop architecture in decades, with new NPUs, unified memory, and Microsoft's AI Foundry.
also on Qualcomm, Intel, #hardware, #ai
Massive demand from AI data centers drives up computer memory prices : NPR
AI-driven demand for memory in data centers has caused RAM prices to double or more, challenging the expectation that tech continually gets cheaper.
also on Samsung, Intel, #hardware, #technology, #ai
OpenAI keeps making moves
OpenAI secures new partnerships with Microsoft and Qualcomm, and inks a deal with Customers Bank, signaling continued competitive moves in AI.
also on Qualcomm