DRAM chip supply to module makers could drop by more than 70% year-on-year in 2027, says Apacer CEO — demand for HBM and server RAM continues to devour manufact

NAND flash is also being pulled into the AI boom. High-capacity enterprise SSDs are increasingly being used for model storage, data staging and key-value cache offloading, allowing colder portions of AI workloads to spil…

Moonshot AI releases weights for Kimi-K3, firing a shot across the bow of OpenAI and Anthropic — open-weight model performs almost as well as frontier models wh

This is could be bad news for OpenAI and Anthropic, given that most anyone with decent AI GPUs can now become their direct competitor, and the fact that Kimi K3 is open-weight also gives off the impression that “free” so…