Teaching AI Physics to Solve a Growing Chip Problem
What happens when the data centres powering AI begin running too hot? One startup believes the answer lies in teaching AI physics. As artificial intelligence fuels demand for faste...
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What happens when the data centres powering AI begin running too hot? One startup believes the answer lies in teaching AI physics. As artificial intelligence fuels demand for faste...
The AI memory squeeze has been an industry story for months. Now it is heading for the till. Currys, Britain’s biggest consumer electricals retailer, has warned that phones, laptop...
Soaring GPU prices, debt-funded chip deals and an agentic token explosion — the cost of the hardware and compute powering AI could be what breaks it.
The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it...
AI growth is now hitting a hard limit – electricity. With power shortages causing delays, firms are pivoting to on-site energy, liquid cooling, and edge computing to sustain scalin...
The prevailing narrative around artificial intelligence (AI) has been one of relentless scale. Bigger models, bigger clusters, bigger budgets.The assumption, largely unchallenged u...
The AI buildout has run into bottlenecks with GPUs, memory and power infrastructure. Ian says a new bottleneck might prove insurmountable.
Presented by SolidigmAs inference workloads evolve from discrete question-and-answer exchanges into persistent, multi-step agentic systems, GPU availability is no longer the most c...
The AI-driven memory chip shortage could lead to sustained higher consumer electronics prices, impacting affordability and market dynamics. The post Memory-chip shortage drives up...
The AI boom could now be affecting the price of your next smartphone, laptop, or gaming console. A global memory shortage is pushing up the cost of RAM, SSDs, and other storage com...
It’s clear that very soon, maybe even later this year, we’ll be producing more chips than we can turn on — except for China. Elon Musk, at World economic forum 2026 When Musk made...
New AI compression technology targets always-on devices by significantly reducing memory and transmission overhead, helping wearables and edge systems extend battery life while ret...
On-device AI models have stayed small because the entire weight set has to live in DRAM, capping practical parameter counts well below what server-side deployments use. Enterprise...
IDC warns smaller players may struggle as DRAM drought drags on
OpenAI’s financial trajectory hinges heavily on infrastructure costs, a reality that drove the development of the new custom OpenAI Jalapeño chip. Developed in collaboration with B...
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...
The situation is expected to worsen as global technology giants aggressively lock in capacity, he added. The comments come as AI infrastructure demand is reshaping the global memor...
AI Bubble Burst: Meta Admits 'Excess Compute Capacity. Meta has to monetize this excess capacity - and that's why Meta is forced to enter th... read more...
Running low on memory, can't afford more? The House of Zen's latest acquisition puts an AI spin on flash-based memory expansion
The AI gold rush is hitting a physical wall. For the past few years, the playbook for building frontier artificial intelligence has been…Continue reading on Medium »
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