Massive demand from AI data centers drives up computer memory prices : NPR

kept by eddie aug 03

AI-driven demand for memory in data centers has caused RAM prices to double or more, challenging the expectation that tech continually gets cheaper.

The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ
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.
also on Samsung, Intel, #hardware, #technology, #ai
Smartphone market forecast to decline this year due to memory shortage
Worldwide smartphone shipments are forecast to decline 12.9% in 2026 due to a memory shortage, driving average selling prices up 14% and threatening low-end manufacturers.
also on Samsung, #hardware, OpenAI, #ai
After "AI": Anticipating a post-LLM science & technology revolution
The massive overinvestment in LLM datacenters is unsustainable and will lead to a bust that makes GPU supercomputers cheap, fueling a new science and technology revolution.
also on IBM, #hardware, #ai
Waymo has designed a robocar chip to stay ahead of Tesla
Waymo unveiled a custom 5nm ML ASIC delivering over 1,000 TOPS for ultra‑low latency autonomous driving, built on TSMC’s process and backed by 200 million miles of driving data.
also on Intel, #hardware, #technology
Intel’s Chip Business Shows Signs of Life After Years of Struggle
Intel's chip business shows signs of life after years of struggle, serving as the centerpiece of Trump's US chip-making drive, though a complete turnaround still far off.
also on Intel, #hardware, #technology