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On June 15, AMD announced it had acquired MEXT, a small software company with an unusual pitch: make cheap NAND flash look like DRAM to the operating system, so a server can run with far less of the expensive stuff. Terms weren’t disclosed, and AMD picked up MEXT’s engineering team along with the technology. For…
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 MoreFor 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…
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