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The chart above actually shows the *best* case price increase (from a consumer viewpoint) on the PC side. A DDR4 DIMM that is 8GB in...
Feb 5, 2026
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
C
I'm not sure Ukraine would agree.
Feb 5, 2026
I think there will be a lot of AI running on-premises. Individual companies like banks, semiconductor companies, etc... will do...
Feb 5, 2026
That's a challenging question, especially since many software applications run in data centers appear to be moving to a mixed model with...
Feb 5, 2026
V
Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
Feb 5, 2026
B
Losers?
The peasents subsidising the data centers with higher utility bills?
Feb 5, 2026
I agree. We saw the same with bitcoin mines, which now can probably become AI farms?
I saw a keynote by Google saying the same. Just...
Feb 5, 2026
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Feb 5, 2026
M
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 5, 2026
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 5, 2026
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
K
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
K
That's a challenging question, especially since many software applications run in data centers appear to be moving to a mixed model with...
Feb 5, 2026
M
So lets poke at that a Little:
If you do Fab in the US. you need to ship most units (at least some) outside the US
What if other...
Feb 5, 2026
Xebec replied to the thread Memory Prices Surge Up to 90% From Q4 2025.The chart above actually shows the *best* case price increase (from a consumer viewpoint) on the PC side. A DDR4 DIMM that is 8GB in...
Like.
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs. To...
Daniel Nenni replied to the thread What percentage of the data center market will be AI/ML.I think there will be a lot of AI running on-premises. Individual companies like banks, semiconductor companies, etc... will do...
user nl replied to the thread Google passes TSMC relative capex in 2026.200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Wow.
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs. To...