Micron just turned in the memory market’s headline quarter. In its fiscal third quarter, reported after the close on June 24, revenue reached a record ~$41.5 billion on a record gross margin near 85%, with DRAM alone accounting for about $31.3 billion, roughly three-quarters of the total. Both figures are company records, and both sit…
Read MoreThe hardest part of selling decommissioned servers, memory, or storage in 2026 isn’t finding a buyer. It’s knowing what the gear is actually worth this week — because the number has been moving fast enough that any price more than a few weeks old is probably wrong. That accuracy is the part we’ve built our…
Read MoreAMD Ryzen AI Max+ 395 vs Nvidia DGX Spark vs Apple Mac — plus when a GPU tower still beats all three. A practical hardware guide for IT managers, developers, and small-business owners weighing a local LLM machine. The short version: there’s no single winner. The right pick comes down to three numbers — how…
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 AI industry is currently locked in a trillion-dollar race against physics. As models like Gemini and GPT-4 scale, they inevitably crash into a physical bottleneck known as the “AI Memory Wall.” For IT asset managers and CTOs, this isn’t a theoretical computer science problem—it translates daily into exorbitant High Bandwidth Memory (HBM) costs and…
Read MoreThe GTC 2026 keynote in San Jose marked a fundamental pivot in the history of computing. Jensen Huang didn’t just announce a faster GPU; he announced the end of the “Chatbot” phase of artificial intelligence and the official commencement of the Agentic AI Era. For the last three years, the industry’s focus was singular: Training.…
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