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Graphics card prices in Korea may climb as much as 30% from August. On August 1, Xbox consoles went up $100 to $150 worldwide and the 2TB Series X was discontinued outright, with Microsoft citing console storage and memory costs up more than 2.5x. Intuition says an AI buildout is a GPU buildout, so accelerators…
Read MoreMemory and storage spent most of July moving in opposite directions, an unusual split in this cycle. In the final week, NAND reversed and joined DRAM on the way up. TrendForce’s DDR4 8Gb spot benchmark rose from $36.00 on June 30 to $42.08 on July 28, an increase of 16.9%. Its 512Gb TLC NAND benchmark…
Read MoreExpansion is already in production. Pooling is reaching real hardware, but its economics are still unsettled. A database server maxing out its 512 GB cannot directly borrow unused DIMMs from the machine one rack slot over. The neighbor can serve data over the network, and workloads can be migrated or distributed in software, but that…
Read MoreAMD spent two days in San Francisco arguing that the server CPU has stopped being a supporting part. The number carrying that argument: a data center CPU market worth roughly $220 billion by 2030, inside a total compute opportunity near $2 trillion. Worth being precise about what that figure is. AMD’s slide states a CAGR…
Read MoreTwo years ago, the GPU question answered itself. During the 2023–2024 shortage, H100 capacity often rented for $7 to $10 per GPU-hour when it could be found at all, and buying hardware was the only way to guarantee access. That world is gone. On-demand H100 SXM instances now list at $3.99 per GPU-hour on specialized…
Read MoreOn July 15, ASML confirmed that Intel had become the first company to ship high-volume logic chips manufactured with High-NA EUV lithography. Some of the Core Ultra Series 3 processors going into laptops right now contain layers printed on a machine that, until this year, had never produced a commercial chip. It is a real…
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