Memory Chip Prices Just Rose Up to 90% in Three Months. SK Hynix’s Own CEO Says the Shortage Won’t Bottom Out Until 2030.
DRAM prices jumped up to 90% in a single quarter as AI data centers consume an estimated 70% of the…
Tag: AI infrastructure
Michael Dell’s Company Stock Jumped 24% in a Week. The Reason: Everyone Suddenly Needs Somewhere to Put Their AI Servers.
Dell Technologies shares jumped 24% around Dell Technologies World 2026 as Michael Dell unveiled new AI infrastructure products built with…
Stripe Just Paid Over $7 Billion for an AI Startup That Was Worth $1.3 Billion Three Months Ago. The Payments Giant Wants to Own AI Billing.
Stripe finalized a deal to acquire AI model-routing startup OpenRouter for more than $7 billion, valuing it at roughly five…
Anthropic Just Confirmed It’s Designing Its Own AI Chips. It’s the Last Major Lab to Admit It.
Anthropic confirmed it's building an in-house chip design team to co-design custom silicon for Claude, following OpenAI's Broadcom-built Jalapeño chip…
Anthropic Just Confirmed It’s Designing Its Own AI Chips. It’s the Last Major Lab to Admit It.
Anthropic confirmed it's building an in-house chip design team to co-design custom silicon for Claude, following OpenAI's Broadcom-built Jalapeño chip…
Texas Just Froze Every New Data Center in the State. The Queue Was Five Times Bigger Than the Grid Can Handle.
Governor Greg Abbott ordered a mandatory audit of every data center seeking grid connection in Texas after ERCOT's request queue…
Anthropic Just Signed a $10 Billion Power Deal With a Company That Didn’t Exist Eight Months Ago
Anthropic committed $10 billion over six years to Volta Infra Holdings, a neocloud startup founded in early 2026, for hydro-powered…
Jensen Huang Told Congress Nvidia Will Build $500 Billion of AI Infrastructure in America. He Also Says Memory Chips, Not GPUs, Are Now the Real Bottleneck.
Nvidia CEO Jensen Huang briefed lawmakers on AI leadership and national security in late July 2026, while separately telling investors…
Nscale Just Paid $1.65 Billion to Stop Being ‘Just’ a GPU Landlord
Nscale's $1.65 billion purchase of Anyscale, the startup behind the open-source Ray framework, shows AI cloud providers racing to own…
Sequoia Just Put $1 Billion Into a Nuclear Reactor Startup — Because AI Data Centers Need More Power Than the Grid Can Give Them
Nuclear startup Valar Atomics raised a $1 billion Series B led by Sequoia Capital, tripling its valuation to $6 billion,…