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Expansion 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 MoreThe head of SK Hynix’s parent group told Bloomberg TV that the company may move beyond selling memory chips and offer “Memory as a Service” (MaaS) — memory capacity delivered like a cloud subscription rather than a product shipped in a box. He was candid that MaaS is still “an idea at this point.” No…
Read MoreThe third-quarter memory numbers are starting to land, and they say the squeeze is nowhere near done. Contract negotiations point to another 20–30% increase for DRAM and 35–40% for NAND in Q3 2026. The more conservative survey puts it at 13–18% for conventional DRAM and 10–15% for NAND, quarter over quarter. The two forecasts disagree…
Read MoreOn June 30, Anthropic released Claude Sonnet 5 at $2 per million input tokens and $10 per million output during its introductory window — less than half the $5 and $25 the flagship Opus 4.8 charges, while scoring 63.2 to the flagship’s 69.2 on the SWE-bench Pro coding benchmark. Roughly ninety percent of the capability…
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