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1.
Google, Nvidia, and Anthropic want Emerald AI to find space on the grid for more data centers (techcrunch.com)
2.
TSMC fab equipment demand nearly doubles in six months — AI surge pushes 2026 CapEx toward $64B amid tool shortages (tomshardware.com)
3.
Tech stocks lead Wall Street after strong Nvidia, Salesforce forecasts driven by AI demand (feeds.feedburner.com)
4.
Nvidia projects $673B in sales as AI demand widens (news.ycombinator.com)
5.
Intel upsizes stock offering to $20 billion at $95 per share as AI demand accelerates (cnbc.com)
6.
Samsung expects memory shortage to worsen through 2027 and last until 2028 (techcrunch.com)
7.
Samsung is locking in five-year chip deals as AI demand shows no signs of slowing (techspot.com)
8.
$100 billion will go to U.S. chip manufacturing in TSMC’s latest pledge (feeds.feedburner.com)
9.
Smartphone Market To Shrink 15% This Year Due To Memory Crisis (slashdot.org)
10.
TSMC struggles to keep up with AI demand: ‘We can only support so much’ (theverge.com)
11.
This is the greatest time ever for semiconductors, says CEO of key equipment supplier (cnbc.com)
12.
Micron shares are rising again despite weak overall market. Why memory chip rally seems unstoppable (cnbc.com)
13.
Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money? (feeds.content.dowjones.io)
14.
Apple Boosts Starting Price for Mac Mini After AI Demand Surge (feeds.content.dowjones.io)
15.
Samsung Chip Profits Soar Amid the Tech World's RAM Shortages (cnet.com)
16.
Google's AI bet is paying off: Alphabet posts $94.7 billion Q1 revenue, AI demand outpaces supply (techspot.com)
17.
TSMC Shows Where AI Demand is Headed (feeds.content.dowjones.io)
18.
Chip foundry market hit $320 billion in 2025, driven by AI demand (techspot.com)
19.
OpenAI demand sinks on secondary market as Anthropic runs hot (news.ycombinator.com)
20.
DDR5 Prices Are Broken, So We Tested Cheaper Chinese RAM (techspot.com)
21.
DDR5 Prices Are Broken, So We Tested Cheaper Chinese RAM (techspot.com)
22.
The Best GPUs - Early 2026 (techspot.com)
23.
Intel Shares Slide as Costs Pile Up in Bid to Meet AI Demand (feeds.content.dowjones.io)
24.
The Chinese Company Taking On the World’s Memory-Chip Giants (feeds.content.dowjones.io)
25.
Why the ‘Everyone’s a Winner’ Energy Trade Can’t Last Forever (feeds.content.dowjones.io)
26.
The Best GPUs - Late 2025 Update (techspot.com)
27.
The Best GPUs - Late 2025 Update (techspot.com)
28.
AMD could increase graphics card prices by 10% due to memory shortage crisis (techspot.com)
29.
Nvidia shares rise after CEO Huang says AI computing demand is up 'substantially' (cnbc.com)
30.
Despite AI-related job loss fears, tech hiring holds steady - and here are the most in-demand skills (zdnet.com)
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