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DRAM memory prices have dropped significantly, triggering stock declines and debate over whether the AI-driven memory super cycle has peaked.
2026-03-25T11:11:11.574Z · Src: 2026-03-25T00:00:00.000Z
Arm announces its first-ever own silicon product — the AGI CPU — designed to deliver 2x performance per rack for agentic AI workloads, packing up to 45,000 cores in a single rack configuration.
2026-03-19T22:36:30.000Z
While the market focuses on NVIDIA's AI chips, its data center networking business has quietly grown into a $31B/year powerhouse — now larger than Cisco's entire networking revenue. The 2020 Mellanox
2026-03-19T22:07:09.000Z
AMP PBC proposes building an 'AI Grid' — a shared compute infrastructure that decouples innovation from infrastructure. Independent frontier teams waste 30-40% of their FLOPs on idle capacity. The the