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In a massive year-end play, Masayoshi Son’s SoftBank has agreed to acquire digital infrastructure giant DigitalBridge for $4 billion. The deal secures the physical backbone—data centers, fiber, and power
Tata Consultancy Services (TCS) has officially pivoted to an "AI-first" operating model. Under CEO K Krithivasan, the IT giant is training 600,000 employees and restructuring internal units to become the
Analysts hike Applied Materials forecasts amid surging AI chip fab investments. AMAT's equipment demand exposes hidden supply chain strains but raises questions on sustainability amid chip glut fears.
Amazon negotiates over $10 billion investment in OpenAI to lock in ChatGPT workloads on AWS. Strategic alliance counters Microsoft rivalry bolstering enterprise AI supremacy amid escalating cloud battles
Artificial intelligence infrastructure is starving the consumer market of DRAM and NAND flash. Learn how HBM demand, capacity reallocation, and profit incentives are causing severe memory shortages and p
The reasons why DRAM prices are ridiculously high right now are due to AI-fueled HBM demand, which is starving the standard DDR4/DDR5 supply, as manufacturers prioritize high-margin AI memory amid fabric
