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Memory shortage drives PC and smartphone price increases up

Memory shortage drives PC and smartphone price increases up to 20% as AI demand reshapes markets

ZDNet, TechSpot, and 11 more

Micron Technology soars as AI boom drives memory chip

Micron Technology soars as AI boom drives memory chip shortage and record earnings

CNBC, SiliconANGLE, and 8 more

Oracle delays OpenAI AI data centers to 2028 as labor

Oracle delays OpenAI AI data centers to 2028 as labor shortages test infrastructure ambitions

Tom's Hardware, CNBC, and 12 more

AMD launches FSR Redstone with AI frame generation to

AMD launches FSR Redstone with AI frame generation to directly challenge Nvidia DLSS dominance

XDA-Developers, Gizmodo, and 6 more

AMD CEO Lisa Su dismisses AI bubble fears as Goldman Sachs

AMD CEO Lisa Su dismisses AI bubble fears as Goldman Sachs warns of datacenter investment risks

Wired, Tom's Hardware, and 12 more

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Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

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AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

AMD confirms it will pay 15% tax to resume AI chip

AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

ET, Benzinga, and 1 more

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Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

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Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

Senators Push SAFE Chips Act to Block Advanced AI Chips

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

Tom's Hardware, The Hill, and 4 more

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Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

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Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

HPE raises networking forecast by $11B as Juniper

HPE raises networking forecast by $11B as Juniper integration accelerates AI-native portfolio

SiliconANGLE, CRN, and 3 more

HPE adopts AMD's Helios rack architecture with custom

HPE adopts AMD's Helios rack architecture with custom Ethernet switch for 2026 AI systems

Tom's Hardware, The Register, and 2 more

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Nvidia's $2 billion Synopsys bet tightens its grip on AI chip design tools

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Marvell acquires Celestial AI for up to $5.5 billion to dominate optical AI infrastructure

AMD Quietly Expands AI GPU Portfolio with New Radeon Pro

AMD Quietly Expands AI GPU Portfolio with New Radeon Pro Models and China-Compliant Variants

TechSpot, TweakTown, and 1 more

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Google's custom AI chips draw billions from Meta and Anthropic, challenging Nvidia's dominance

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Micron Announces $9.6 Billion Investment in Japan AI Memory Chip Plant

AI Boom Triggers Memory Crisis: Black Friday May Be Last

AI Boom Triggers Memory Crisis: Black Friday May Be Last Chance for Affordable PC Components

PCWorld, Tom's Guide

US National Labs Launch Massive AI Supercomputing

US National Labs Launch Massive AI Supercomputing Initiative to Maintain Global Technological Leadership

The Register, ET

Super Micro Computer Stock Surges on Nvidia Partnership

Super Micro Computer Stock Surges on Nvidia Partnership Momentum and New AMD-Powered AI Server Launch

Benzinga, Seeking Alpha, and 1 more

Musk's xAI Partners with Saudi Arabia for Massive

Musk's xAI Partners with Saudi Arabia for Massive 500-Megawatt AI Data Center

CNBC, Gizmodo, and 8 more

AMD, Cisco, and Saudi's Humain Form AI Infrastructure Joint

AMD, Cisco, and Saudi's Humain Form AI Infrastructure Joint Venture with Luma AI as First Customer

ET, DT, and 1 more

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