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For two years the data-center story was all about GPUs and the memory feeding them. CPUs were the boring line item: you bought one or two per node to babysit the accelerators and moved on. That assumption broke this spring. On Intel’s Q1 2026 earnings call, Intel’s CFO said the ratio of CPUs to GPUs…
Read MoreIn early June, a single analyst note briefly knocked the memory trade off balance. Barron’s reported that Karl Ackerman expects DRAM and NAND average selling prices (ASPs) to peak in mid-2026 and begin falling quarter over quarter as early as 2027 — roughly a year ahead of his own earlier forecast. Micron’s stock fell on…
Read MoreArm CEO Rene Haas shared a Computex 2026 stage with NVIDIA’s Jensen Huang to talk about “redefining the PC”. The same week, two things landed at once: NVIDIA’s RTX Spark put an Arm chip inside mainstream Windows laptops, and Arm’s first-ever data center processor, the Arm AGI CPU, was confirmed heading into mass production. That’s…
Read MoreFor most of the last two decades, the secondary server memory market followed a predictable curve. A new generation launches, the prior generation slides down a gentle depreciation slope, and a few years later the last sticks clear at scrap pricing. DDR3 followed that script. So did DDR2. DDR4 did not. Between September and November…
Read MoreOn May 29, 2026, Dell Technologies stock closed up about 32% — its biggest single-day gain ever. The reason: AI-optimized server revenue had just grown 757% year-over-year to $16.1 billion, and the AI hardware backlog stood at $51.3 billion. That backlog matters more than the quarterly pop. It tells you this isn’t a one-quarter spike…
Read MoreThe timeline for next-generation AI infrastructure is accelerating, with NVIDIA’s flagship liquid-cooled rack, the Vera Rubin NVL72, projected to enter production in the latter half of 2026. For enterprise infrastructure planners navigating capital allocation, the physical footprint remains reassuringly familiar: the architecture utilizes the same Oberon chassis form factor, retaining a density of 72 GPUs…
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