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The memory market has just entered a state of emergency. As we move into early March 2026, the tech industry is grappling with a supply-chain shock that is being dubbed “Rampocalypse 2.0.” What was once a predicted “cyclical recovery” has mutated into a full-blown crisis, led by a historic pricing maneuver from Samsung Electronics. The…
Read MoreDoes GPU VRAM Pose a Security Risk? What Enterprises Need to Know Before SellingIn the rapidly evolving landscape of AI infrastructure, the lifecycle management of High-Performance Computing (HPC) assets has moved from the basement to the boardroom. For the modern CTO, decommissioning a cluster of NVIDIA H100s or A100s is no longer a simple logistics…
Read MoreThe DRAM supply crunch shows no signs of easing, driven by the surging demand from AI workloads and high-performance computing. What was once a cyclical market prone to oversupply has transformed into a seller’s market, with memory and storage components in increasingly short supply. Major cloud service providers (CSPs) are making unprecedented moves to secure…
Read MoreEvergreen Page — Updated with New Market Data This page provides ongoing updates on DRAM and HBM memory, covering not only pricing trends but also market share, new technology developments, major brand announcements, supply–demand dynamics, and revenue changes. Each update includes a short summary plus links to original industry sources (TrendForce, IC Insights, etc.). New…
Read More1. Summary NVIDIA’s continuous innovation across its GPU architectures, spanning from Volta to the latest Blackwell, has been foundational in propelling advancements in artificial intelligence. These architectures provide the computational backbone for a wide spectrum of AI workloads, from traditional deep learning to the most complex large-scale generative AI models. Each successive generation introduces specialized…
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