Samsung Memory Warning Shows AI Chip Shortage May Last Into 2028
Samsung says memory supply could tighten further in 2027 and remain constrained into 2028 as AI data centres absorb more ...
Tag: ai infrastructure
Amazon AWS Growth Surges As AI Demand Gives Spending A Better Answer
Amazon reported $200.6 billion in Q2 revenue as AWS grew 37 percent, giving investors a stronger answer on AI cloud ...
Samsung Posts Record Profit As AI Memory Demand Reshapes Its Business
Samsung reported record quarterly revenue and operating profit as AI server demand lifted memory chips and strengthened its semiconductor business.
Meta Revenue Beats But AI Spending And Legal Costs Hit Profit
Meta reported $60.8 billion in Q2 revenue, but profit fell as AI spending, legal charges and severance costs weighed on ...
Microsoft Cloud Growth Jumps As Azure Gives AI Spending A Better Answer
Microsoft reported $90 billion in quarterly revenue as Azure grew 43%, giving investors a stronger answer on AI cloud spending.
SK Hynix Posts Record AI Memory Profit But Shares Fall On High Expectations
SK Hynix posted record Q2 profit on AI memory demand, but shares fell as investors expected even more from the ...
Bloom Energy Raises Outlook As AI Data Centres Turn Power Into The Next Bottleneck
Bloom Energy reported record Q2 revenue above $1 billion and raised guidance as AI data-centre power demand accelerated.
Seagate Profit Soars As AI Data Centres Drive Storage Demand
Seagate beat fiscal Q4 expectations and guided higher as AI and cloud data-centre demand lifted mass-capacity storage sales.
Recursive Superintelligence Signs $410M AWS Compute Deal
Recursive Superintelligence signed a $410 million AWS compute deal, showing how frontier AI startups are turning funding into cloud capacity.
CXMT Surges 470% As China Bets Big On AI Memory Chips
China's CXMT surged about 470 percent in its Shanghai debut, turning DRAM memory into one of the hottest AI infrastructure ...