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1.
Nvidia is a victim of the compute marketplace it created (techcrunch.com)
2.
Inside the history of DRAM price-fixing lawsuits — how HBM allocations could make a difference after two decades of failed cases (tomshardware.com)
3.
Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten (tomshardware.com)
4.
Chinese memory maker CXMT prepares $4.2 billion USD IPO to take advantage of tight memory market — company lays out path to profitability as DRAM demand skyrockets worldwide (tomshardware.com)
5.
Micron outlines grim outlook for DRAM supply in first earnings call since killing Crucial memory and SSD brand — CEO says it can only meet half to two-thirds of demand (tomshardware.com)
6.
Server DRAM prices surge 50% as AI-induced memory shortage hits hyperscalers (news.ycombinator.com)
Today's top topics: openai artificial intelligence apple anthropic
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