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Winbuzzerwinbuzzer
2026-01-30

winbuzzer.com/2026/01/30/sk-hy

SK Hynix Overtakes Samsung as Memory Shortage Extends to 2027

Beth PariseauBPariseau@hachyderm.io
2026-01-29

Quick little follow-up analysis on broader #cloudcomputing market implications for the Microsoft #Maia200 news this week, as #AIinference continues to be a hot topic in #AIinfrastructure: Could it free up #GPU capacity for customers in #Azure? Offer a cheaper alternative to #Nvidia? Even chip away (see what I did there?) at Nvidia's overall market dominance?

Michael Leone, Naveen Chhabra and Steven Dickens share their takes:

techtarget.com/searchcloudcomp

#AIaccelerator #TPU #Trainium #cloud #AIchip

Winbuzzerwinbuzzer
2026-01-29

winbuzzer.com/2026/01/29/micro

Microsoft Cloud Hits $50B Milestone as OpenAI Drives Growth

AtomLeap.aiAtomLeap_ai
2026-01-29

Meta is making its biggest AI bet yet! In 2026, the company plans to invest up to $135B in superintelligence, AI infrastructure, and top talent — shaping the future of tech.

blog.atomleap.ai/blog/metas-bi

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sayzardsayzard@mastodon.sayzard.org
2026-01-29

Hecto (@hectofinance)

@GroqInc(그로그)를 AI 인프라의 유력한 베팅으로 평가하는 의견. 이 회사는 사후 학습(post-training) 단계에서 프로덕션급 AI 모델을 구동하는 칩을 설계하며, 사적 시장 가치가 약 200억 달러 수준으로 향후 1천억 달러 이상 기업이 될 가능성을 언급하고 있다.

x.com/hectofinance/status/2016

#groq #ai #chips #aiinfrastructure

sayzardsayzard@mastodon.sayzard.org
2026-01-28

TechRadar (@techradar)

Samsung과 Nvidia가 HBM4 메모리와 Rubin 가속기(Rubin accelerators)의 협업을 조율하고 있다는 내용입니다. 통합, 생산 시기 조정, 메모리 대역폭 확보 등을 강조하며 AI 인프라 배치에 중요한 영향을 줄 기술적 협력 소식입니다.

x.com/techradar/status/2016613

#samsung #nvidia #hbm4 #accelerator #aiinfrastructure

Ars Technica Newsarstechnica@c.im
2026-01-28

Report: China approves import of high-end Nvidia AI chips after weeks of uncertainty arstechni.ca/oDP3 #US-Chinarelations #AIinfrastructure #machinelearning #semiconductors #datacenters #JensenHuang #bytedance #AIchips #alibaba #Tencent #Biz&IT #NVIDIA #AIGPU #china #AI

GlitchMentalMXGlitchMentalMX
2026-01-28

Geopolítica de la computación: Relocalización estratégica de infraestructuras de IA debido a restricciones energéticas en 2026. 🧠👾 🔗 glitchmental.com/2026/01/migra

Winbuzzerwinbuzzer
2026-01-28

winbuzzer.com/2026/01/28/micro

Microsoft Data Center Water Use to Double by 2030

NERDS.xyz – Real Tech News for Real Nerdsnerds.xyz@web.brid.gy
2026-01-27

Lenovo research shows AI is paying off, but CIOs are not ready for what comes next

fed.brid.gy/r/https://nerds.xy

Michael A. Gayed, CFAleadlagreport
2026-01-27

KULR Battery Storage: Powering Drones, AI, and the Future @KULRTech

Michael A. Gayed, CFAleadlagreport
2026-01-27

Right Place, Right Time: Battery Tech Boom! @KULRTech

Yonhap Infomax Newsinfomaxkorea
2026-01-27

Shinhan Financial Group has launched three strategic funds totaling 350 billion won ($262 million) to accelerate South Korea's AI infrastructure and green energy supply, supporting the nation's push for an "AI expressway" and high-tech industry growth.

en.infomaxai.com/news/articleV

BuySellRam.comalexbsr@toot.io
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

BuySellRam.comBuySellRam@mstdn.business
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Alex S.alexbsr@mastodon.world
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

Alex S.alexbsr2@universeodon.com
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

AlexBSRalexbsr@hachyderm.io
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

James L.jimlee@sfba.social
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

TomBSRalexbsr@mstdn.social
2026-01-27

Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

buysellram.com/blog/amsung-nan

#NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

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