For the past few years, AI infrastructure has focused on compute above all other metrics. More accelerators, larger clusters and higher FLOPS drove the conversation to make the most of GPUs. This ...

The BlueField-4 STX introduces the Nvidia CMX (Context Memory Storage) platform. This isn’t just “more disk,” but rather a ...

Stop Googling. The answer is staring you right in the face—you just have to read it.

The AI hardware boom is sending memory prices sky-high, so knowing exactly how much you need is more critical than ever. I've worked out the most realistic RAM goals for every type of PC. I’ve been a ...

As hyperscalers procure more GPUs, AI workloads are scaling at an unprecedented rate. Next-generation AI applications are causing memory and storage to be AI's next big bottleneck. Micron Technology ...

Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even as underlying ...

Apple's (AAPL) recent first-quarter earnings call provided some insight on the memory sector, according to TF International Securities analyst Ming-Chi Kuo. "Apple highlighted two major uncertainties ...

Memory chip supply was a major topic during Apple's fiscal 2026 Q1 earnings call. Apple's memory constraints translate to great news for Micron. Micron is a dirt cheap AI stock that could keep its ...

Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's main earnings ...

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...