China’s CXMT reportedly won a $3B Tencent memory chip deal, showing how AI demand is reshaping cloud supply chains in 2026.

Anthropic and Micron Technology have announced a new strategic agreement which will see the latter use Claude AI models to better oversee parts of its infrastructure stack. However the move does have ...

General-purpose models struggle with messy, industry-specific data. A three-layer AI stack from Trunk Tools cut document review cycles from 60 days to 10.

Micron's current profitability and ROE are at historic highs, driven by extraordinary commodity-cycle margins amid a memory shortage. See why MU stock is a hold.

LLVM powers the core development tools, operating systems, and most applications at Apple Computer, where it long ago ...

Cutting corners: Faced with rising memory costs, Meta says it is reusing old DDR4 RAM in its servers rather than buying new hardware. The company revealed this week that it is repurposing DDR4 memory ...

Chipmaking stocks were down across the board on Wednesday, though they rebounded a bit in early trading Thursday. But ...

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and ...

OXMIQ Labs Inc., a unified GPU and AI architecture company founded by Raja Koduri, today closed its $35 million Series A ...

As organizations race to adopt artificial intelligence, the conversation has increasingly shifted from raw model performance ...

Memory stocks are surging as AI fuels HBM/DRAM/NAND shortages and pricing power at Micron, Samsung, SK Hynix. Click for more.

NVIDIA Rubin Ultra GPU cancelled: the original four-die design is gone just three months after GTC 2026, replaced by a dual-die version with half the memory stacks and roughly half the real-world ...