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8Gb DRAM - a standard memory chip found in virtually every computing device - cost $1.63 in January 2025. Eight months later, it cost $12.76. A 683% surge. This shift is a stark re...
Executives building the AI boom are unwavering. Demand is effectively bottomless, they say, even as the stocks that ride on it wobble, CNBC reports. Pat Gelsinger, the former Intel...
Demand for supply chain roles requiring AI skills has increased 387% from 1Q23 to 1Q26, significantly outpacing overall labour market growth and intensifying competition for qualif...
In the realm of agentic AI, businesses face a significant dichotomy: 96% of executives recognize its future importance, yet only 23% have the infrastructure to support it. As organ...
Gartner reports 26% surge in data center electricity consumption as AI training and inference strain power infrastructure worldwide.
Korea is in the midst of a stock market frenzy. Stock prices are influenced by a company's future value, and Korea's market is heavily weighted toward semiconductor firms whose sha...
By Lisa Eadicicco, CNN (CNN) — Thinking about buying a new laptop or game console anytime soon? Be prepared to pay up. Point the finger at the AI boom. Data centers have led to a s...
Demand for AI talent is shaping hiring trends across the UK according to new research.
PG&E entered 2026 expecting a year’s worth of new electricity demand. Barely two months later, nearly all of it was already spoken for. Interconnection requests were piling up...
Over 20 chip manufacturers announce second price hikes in 2026, with AI-specific MLCCs surging 3-10x and delivery lead times extending to mid-2027.
The Economics of the AI Boom Part 1: Real Demand or a Financial Feedback Loop? …Yes Artificial intelligence is rapidly becoming the dominant story in the stock market. NVIDIA has b...
For decades, the commodities market followed a predictable pattern: demand rose as emerging markets became more industrialised, and technological advances... The post The AI Power...
China is preparing to launch compute futures in Shanghai, signalling a push to link financial markets to computing power as the global AI boom drives new demand for digital infrast...
Rising AI Demand Drives Surge in Data Center Water Consumption, Reports IndicateChase CodewellAI Workloads Push Data Center Water Use to Nearly One Trillion Liters AnnuallyThe rapi...
Anthropic AI Revenue I, Brian, describe the explosive revenue and usage growth of frontier AI companies. Anthropic’s revenue reportedly jumped dramatically (from ~$1B to $10B ARR,...
The worldwide server market just delivered its clearest signal yet that AI infrastructure spending has shifted from a cyclical bet to a structural commitment.IDC's latest market st...
Multiple sectors are scaling their artificial intelligence capabilities, but the overall talent pool hasn’t kept up with demand, per ICIMS.
Fastly, Inc. released new research showing that AI-generated traffic is emerging as a distinct layer of internet activity, requiring organizations
DeepSeek's recent decision to drastically cut pricing on its V4-Pro model by 75% should have been unequivocally good news for enterprise AI vendors and developers. Instead, many ar...
Ongoing strong demand for AI infrastructure “would likely sustain upward pressure on prices for technology products and electricity,” Federal Reserve policymakers said.
The demand for supply chain roles requiring AI skills has outpaced overall labor market growth.
Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to rentin...
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