Jensen Huang’s message to the DRAM market is clear: "Whatever you can build, we will take." With the Vera Rubin platform on the horizon and HBM4 demand hitting fever pitch, we are entering a structural "AI Memory Supercycle" that will redefine data center ROI through 2027.
#ArtificialIntelligence #DRAM #DRAMShortage #HBM #Semiconductors #DataCenter #AIInfrastructure #NVIDIA #VeraRubin #JensenHuang #TechStrategy #GPU #RAM #technology
Meet Scotland’s Whisky-Sniffing Robot Dog
https://fed.brid.gy/r/https://www.wired.com/story/meet-scotlands-whisky-sniffing-robot-dog/
Micron has responded to criticism over discontinuing its Crucial brand, asserting that it remains committed to supporting global consumers while transitioning to AI-centric DRAM. 🖥️
Micron also cautions that the ongoing DRAM scarcity could persist until at least 2028, as new production facilities won't be operational before then.
⚠️ Tin nóng: Lãnh đạo Apple đang ở lại Hàn Quốc dài ngày gần trụ sở Samsung & SK hynix để đàm phán thỏa thuận cung ứng chip nhớ kéo dài 2-3 năm, giải quyết tình trạng thiếu hụt DRAM toàn cầu.
#Apple #Samsung #SKhynix #Semiconductor #DRAMShortage #VietnamTechNews
#CôngNghệ #ChipNhớ #ThịTrường #KinhDoanh
Giữa bối cảnh thiếu hụt DRAM toàn cầu ngày càng nghiêm trọng, một số nguồn tin cho rằng lãnh đạo Apple đang trực tiếp sang Hàn Quốc, lưu trú dài ngày gần trụ sở Samsung và SK hynix nhằm đàm phán các thỏa thuận cung ứng bộ nhớ kéo dài 2–3 năm.
According to an internal SK Hynix analysis, the DRAM supply shortage isn’t just a short-term cycle — it may persist through 2028. Discover what this means for pricing, procurement, and secondary markets. Read more:
https://www.buysellram.com/blog/sk-hynix-dram-supply-shortage-until-2028/
#DRAM #MemoryMarket #TechSupplyChain #AIHardware #ServerMemory #DDR5 #SKHynix #Semiconductors #TechAnalysis #DRAMMarket #DRAMShortage #DRAMSupplyChain #MemorySupplyChain #Technology #DDR4
According to an internal SK Hynix analysis, the DRAM supply shortage isn’t just a short-term cycle — it may persist through 2028. Discover what this means for pricing, procurement, and secondary markets. Read more:
https://www.buysellram.com/blog/sk-hynix-dram-supply-shortage-until-2028/
#DRAM #MemoryMarket #TechSupplyChain #AIHardware #ServerMemory #DDR5 #SKHynix #Semiconductors #TechAnalysis #DRAMMarket #DRAMShortage #DRAMSupplyChain #MemorySupplyChain #Technology #DDR4
Giải pháp zetabyte giải quyết thiếu hụt DRAM: Do Xeon 6 (Granite Rapids) hỗ trợ CXL 2.0, các trung tâm dữ liệu đang tận dụng lượng DDR4 lớn (dù chậm hơn) thay vì lưu trữ flash để tăng hiệu năng truy xuất dữ liệu. #DRAMShortage #CXLMemory #DDR4 #TechNews #GiảiPhápCôngNghệ #ThiếuHụtDRAM #CXLMemory
Tác giả: /u/FullstackSensei, r/LocalLLaMA
https://www.reddit.com/r/LocalLLaMA/comments/1phv7pt/a_zettabyte_scale_answer_to_the_dram_shortage/
Sam Altman’s Dirty DRAM Deal
Great, now OpenAI is fucking everyone just to prevent their competitors from increasing computing capacity...
https://www.mooreslawisdead.com/post/sam-altman-s-dirty-dram-deal
Or: How the AI Bubble, Panic, and Unpreparedness Stole ChristmasWritten by Tom of Moore’s Law Is DeadSpecial Assistance by KarbinCry & kari-no-sugataBased on this Video: https://youtu.be/BORRBce5TGwIntroduction — The Day the RAM Market SnappedAt the beginning of November, I ordered a 32GB DDR5 kit for pairing with a Minisforum BD790i X3D motherboard, and three weeks later those very same sticks of DDR5 are now listed for a staggering $330– a 156% increase in price from less than a month ago! At
BuySellRam.com
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