Hyperscalers commit nearly $2 trillion to secure AI hardware and memory — Google leads $811 billion spending surge while Apple trails at $57 billion

That also changes the relationship between semiconductor suppliers and their customers. In theory, a company willing to guarantee hundreds of billions of dollars of future purchases can effectively help underwrite expans…

GeForce RTX 50-series GPU prices spike as much as 39% as Blackwell price hikes hit the US — RTX 5070 gets a 36% hike, RTX 5060 up 27% at the median of Newegg li

3ogdy AI and people who keep on buying, despite the ridiculous price because “well, we gotta accept the new reality”. Thank you to both of you. I’d really like to see sales numbers from important retailers for dedicated …

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

In terms of revenue, however, YMTC sits fifth behind both Kioxia and Micron, with nearly all of its output going into consumer products. Consumer bits now sell for a fraction of what hyperscaler buyers pay for enterprise…

Nvidia doubles RTX PRO 6000 Blackwell’s MSRP to a staggering $16,000 — 96GB card started pre-orders below $8,000 last year

That’s when the card was first announced, and it went on sale a month later, in April 2025, where initial listings had it up for $8,435 for bulk orders and $8,565 for single-unit purchases. This means the June 2026 chang…