Why the AI bull market's obsession shifted away from Nvidia to memory chip makers

Behind the surge is an evolving systems architecture for AI known as "orchestration" in which workloads are distributed through multiple processing channels.

This AI Memory ETF Raised $1 Billion in One Day. Here Are 3 Stocks in Its Holdings You Should Consider Buying

A new AI memory ETF is gaining interest among investors. Western Digital, Sandisk, and Micron Technology are all leading ...

AI and space exploration firms among major upcoming IPOs

The most exciting upcoming IPOs include Elon Musk's SpaceX and data intelligence platform Databricks.

Inside AI Infrastructure’s Affordability Crisis And Its Rising Risks

The stratospheric rise in technology components prices such as memory and storage devices is adding more risks to the capex ...

AI’s Memory Crisis Is Here: Don’t Hoard, Optimize

The GPUs powering today's models carry limited high-bandwidth memory (HBM) before external memory is required—that's the ...
Semiconductor Engineering

HBM Shifts Testing Left To Preserve AI Chip Yield

The shift to HBM4 and HBM5 will increase the pressure for shift-left test flows. Taller high-bandwidth memory (HBM) stacks ...
TechRound

The Gulf Is Betting On Everyone’s AI And Building Its Own – Can That Strategy Actually Work?

Saudi Arabia and Abu Dhabi are backing OpenAI, Anthropic and Mistral while building their own AI. We asked whether the dual ...