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The current paradigm of artificial intelligence infrastructure is defined by a rapid generational churn that has effectively collapsed the traditional fiscal logic of data center management. As enterprises accelerate their transition to the NVIDIA Blackwell architecture, the imperative to offload previous-generation Ampere and Hopper assets has shifted from a routine hardware refresh to a critical…
Read MoreFor IT procurement officers and data center managers, the start of 2026 has felt less like a new fiscal year and more like a high-stakes auction. If you were hoping for the “inventory normalization” many analysts predicted late last year, the latest data suggests a much harsher reality. We are currently witnessing a historic “seller’s…
Read MoreAs we navigate the first quarter of 2026, the IT hardware landscape is grappling with a reality few predicted three years ago—though one we recently forecasted in our deep dive into how memory economics and AI are reshaping the graphics market. Today, that analysis has been further verified: we are witnessing a voluntary retreat from…
Read MoreDoes GPU VRAM Pose a Security Risk? What Enterprises Need to Know Before SellingIn the rapidly evolving landscape of AI infrastructure, the lifecycle management of High-Performance Computing (HPC) assets has moved from the basement to the boardroom. For the modern CTO, decommissioning a cluster of NVIDIA H100s or A100s is no longer a simple logistics…
Read MoreTo understand why the “AI boom” is making a standard business laptop or a mid-range smartphone more expensive in 2026, we have to look past the sticker price. We need to look at the wafer. In the semiconductor world, everything—from the high-speed memory in an NVIDIA Blackwell chip to the storage in your phone—starts as…
Read MoreSamsung’s reported 100% increase in NAND Flash contract prices in Q1 2026 confirms the trend we forecasted in our previous market outlook report: AI data center demand is driving a sustained upcycle in memory pricing. DRAM prices have already been rising continuously due to AI workload growth and capacity constraints, and NAND is now following…
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