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Alibaba Cloud raises prices up to 34% as AI boom drives hardware costs higher across China

Chinese cloud providers are implementing steep price increases as the AI boom strains global supply chains. Alibaba Cloud is hiking prices by up to 34% for GPU-intensive offerings, while Tencent and Baidu Cloud follow with similar adjustments. The moves signal a shift toward monetizing AI investments amid rising infrastructure costs and semiconductor shortages.

Business8 sources

Alibaba Cloud raises prices up to 34% as AI boom drives hardware costs higher across China

Business8 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Samsung Electronics predicts robust chip demand through 2026, fueled by the global artificial intelligence wave. However, the company's co-CEO warns that rising memory chip prices could create headwinds for computer and mobile shipments, presenting a complex market outlook for the semiconductor giant.

Business2 sources

Samsung Electronics forecasts strong chip demand in 2026 as AI wave drives semiconductor growth

Business2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

NVIDIA introduced the RTX PRO 4500 Blackwell Server Edition at GTC 2026, a single-slot GPU featuring 10,496 CUDA cores and 32GB of GDDR7 memory. The energy-efficient accelerator delivers up to 50X performance gains for AI workloads while consuming just 165W, targeting data centers that need maximum density and efficiency.

Technology2 sources

NVIDIA unveils RTX PRO 4500 Blackwell Server Edition with 10,496 cores in single-slot design

Technology2 sources

Amazon CEO Andy Jassy doubles AWS sales projections to $600 billion by 2036 driven by AI boom

Amazon CEO Andy Jassy announced that artificial intelligence could propel AWS to $600 billion in annual sales by 2036, doubling his previous $300 billion estimate. The forecast came during an internal all-hands meeting where Jassy defended the company's $200 billion capital expenditure plan for AI data centers, citing strong demand signals despite investor concerns about the aggressive spending.

Business5 sources

Amazon CEO Andy Jassy doubles AWS sales projections to $600 billion by 2036 driven by AI boom

Business5 sources

NVIDIA and Telecom Giants Deploy AI Grid to Transform Networks Into Distributed Inference Platforms

Major telecom operators including AT&T, Comcast, T-Mobile, and Spectrum are partnering with NVIDIA to build AI grids that transform their existing network infrastructure into distributed AI inference platforms. Using NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs across thousands of edge locations, these AI grids enable real-time AI services closer to users while improving cost efficiency and latency for applications ranging from IoT to cloud gaming.

Technology4 sources

NVIDIA and Telecom Giants Deploy AI Grid to Transform Networks Into Distributed Inference Platforms

Technology4 sources

Hammerspace AI Data Platform feeds distributed data directly to GPUs for Nvidia AI environments

Hammerspace unveiled its AI Data Platform at the Nvidia Global Technology Conference, enabling enterprises to feed distributed data directly to GPUs without large-scale migrations. Built on Nvidia's reference architecture, the platform automates data discovery and delivery for AI workloads while addressing GPU underutilization, which currently sits below 30% in most enterprises.

Technology2 sources

Hammerspace AI Data Platform feeds distributed data directly to GPUs for Nvidia AI environments

Technology2 sources

POET Technologies partners with Lessengers to develop AI optical interconnects for data centers

POET Technologies announced a strategic collaboration with Lessengers to develop 1.6T 2×DR4 optical transceivers for AI-driven data center networks. The partnership targets a market forecast exceeding 125 million units over the next five years, with samples expected in Q2 2026. The collaboration combines POET's Optical Interposer technology with Lessengers' Direct Optical Wiring to address growing bandwidth demands in AI infrastructure.

Technology2 sources

POET Technologies partners with Lessengers to develop AI optical interconnects for data centers

Technology2 sources

Germany plans to double data centres by 2030 to compete with US and China in AI race

Germany unveiled plans to at least double its data centre capacity and boost artificial intelligence processing fourfold by 2030. Digital Minister Karsten Wildberger proposed measures including land allocation and faster approvals to help Europe's largest economy catch up with dominant players. The strategy aims to strengthen digital sovereignty and reduce reliance on American tech giants.

Policy4 sources

Germany plans to double data centres by 2030 to compete with US and China in AI race

Policy4 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

The RAM crisis deepens as MSI announces price increases of up to 30% on gaming products while Intel raises CPU prices by 10%. Semiconductor companies like Micron can only supply 50-67% of customer requirements, with SK Hynix chairman warning relief won't come until around 2030 as AI data centers consume half of all memory production.

Business8 sources

Memory shortage forces PC makers to raise prices up to 30% as AI demand drains supply

Business8 sources

Nvidia's DLSS 5 faces fierce backlash as gamers and developers reject generative AI overhaul

Nvidia unveiled DLSS 5, its latest AI upscaling technology using generative AI to enhance game graphics with photorealistic lighting and textures. But the demonstration sparked immediate backlash from gamers and developers who criticized the uncanny valley effect, comparing it to AI slop and Instagram filters that undermine artistic vision.

Technology110 sources

Nvidia's DLSS 5 faces fierce backlash as gamers and developers reject generative AI overhaul

Technology110 sources

Google turns to Chinese suppliers for liquid cooling systems as AI data centers strain supply

Alphabet's Google is in talks with China's Envicool and other suppliers to purchase liquid cooling equipment for AI data centers, reflecting a global shortage of critical cooling components. The AI server liquid cooling market is projected to surge from $8.9 billion last year to over $17 billion in 2026, driven by demand from tech giants deploying high-density computing infrastructure.

Business3 sources

Google turns to Chinese suppliers for liquid cooling systems as AI data centers strain supply

Business3 sources

Micron launches HBM4 production for Nvidia Vera Rubin with 2.3x bandwidth boost and 20% efficiency gain

Micron has entered high-volume production of HBM4 36GB 12H memory for Nvidia's Vera Rubin GPU platform, delivering over 2.8 TB/s bandwidth—a 2.3x improvement over HBM3E. Announced at GTC 2026, the company simultaneously began shipping PCIe Gen6 SSDs and SOCAMM2 modules, becoming the first supplier to deliver all three products for the Vera Rubin ecosystem at scale.

Technology3 sources

Micron launches HBM4 production for Nvidia Vera Rubin with 2.3x bandwidth boost and 20% efficiency gain

Technology3 sources

Robot dogs priced up to $300,000 now patrol AI data centers as security demand surges

Data center operators are deploying four-legged robots from Boston Dynamics and Ghost Robotics to secure sprawling AI facilities. With prices ranging from $165,000 to $300,000, these autonomous robot dogs patrol perimeters, detect anomalies, and monitor equipment around the clock, offering a cost-effective alternative to human guards who cost roughly $150,000 annually.

Technology4 sources

Robot dogs priced up to $300,000 now patrol AI data centers as security demand surges

Technology4 sources

UK government invests £45 million in AI supercomputer to accelerate fusion research

The UK is investing £45 million in Sunrise, an AI supercomputer dedicated to fusion research at the UK Atomic Energy Authority's Culham campus. Set to launch in June, the 1.4MW system will model plasma behavior and test nuclear fusion reactor designs virtually before costly physical experiments.

Technology2 sources

UK government invests £45 million in AI supercomputer to accelerate fusion research

Technology2 sources

SK Hynix warns memory shortage could persist until 2030 as AI demand strains wafer supply

SK Group Chairman Chey Tae-won said the global chip wafer shortage will likely last until 2030, far longer than earlier projections. The major DRAM supplier cited artificial intelligence's massive appetite for High Bandwidth Memory as the key driver, with the company expecting more than a 20% shortage of wafers and working on strategies to stabilize DRAM chip prices.

Business3 sources

SK Hynix warns memory shortage could persist until 2030 as AI demand strains wafer supply

Business3 sources

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