This article first appeared on GuruFocus. Server and memory demand is still humming along, and November didn't bring any signs of a slowdown. After looking at monthly sales from several Taiwan-based ...

Server prices are set to increase as the AI memory shortage continues to bite, with Samsung looking the likely winner from proceedings. The Register reported various channel sources expecting price ...

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Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.

BEIJING, Nov 19 (Reuters) - Nvidia's (NVDA.O), opens new tab move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, ...

Driven by the explosive demand for artificial intelligence, server memory could double in price by late 2026. The disruption originates from two prime sources: a recent shortage of DDR4/DDR5 legacy ...

The move by Nvidia to use Low-Power Double Data Rate (LPDDR) memory chips, commonly found in smartphones and tablets, instead of the traditional DDR5 chips used in servers, is expected to cause a ...

SEOUL/SINGAPORE, Nov 14 (Reuters) - Samsung Electronics (005930.KS), opens new tab this month raised prices of certain memory chips - now in short supply due to the global race to build AI data ...

Databricks and Snowflake are at it again, and the battleground is now SQL-based document parsing. In an intensifying race to dominate enterprise AI workloads with agent-driven automation, Databricks ...