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If you run AI models in production, the bill has a shape you’ve probably noticed: a surprising amount of it traces back to memory. Every token a model generates has to be served out of fast memory sitting right next to the GPU, and that memory — High Bandwidth Memory, or HBM — is scarce,…
Read MoreMicron 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 MoreOn 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…
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