Tag: Micron

AI Industry • October 31, 2026

The AI Memory Crunch Could Last Until 2030

SK hynix has delivered a warning that should concern anyone following the artificial intelligence industry: the world may struggle to manufacture enough memory chips to satisfy demand until 2030. The South Korean semiconductor giant made the forecast on October 28, alongside record third-quarter earnings. Its revenue reached 104.6 trillion won, while operating profit climbed to […]

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Uncategorized • October 28, 2026

Your Next Gaming PC Is Competing With an AI Data Center

Your next gaming PC has a competitor you probably never expected: an artificial intelligence data center. Not another gamer hunting for a discounted graphics card. Not a cryptocurrency miner trying to turn electricity into Bitcoin. This time, the competition comes from Microsoft, Google, Amazon, Meta and an expanding collection of companies building enormous computing facilities […]

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AI Industry • August 15, 2026

Michael Burry Is Shorting the AI Party Again

Michael Burry has walked back into the AI trade, and once again he is entering through the emergency exit. The investor made famous beyond Wall Street by The Big Short has been building and reinforcing bearish positions around some of the biggest beneficiaries of the artificial intelligence infrastructure boom. His targets have included Nebius, Micron, […]

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AI Industry • June 7, 2026

Broadcom Is the Hidden AI Hardware Boss Behind AVGO

Everyone is watching NVIDIA’s GPUs and Micron’s high-bandwidth memory. Fair enough: those are the shiny weapons in the AI arms race. But inside the data center, raw compute is only half the fight. The harder problem is moving oceans of data between thousands of accelerators without turning the whole system into a very expensive traffic […]

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AI Industry • June 1, 2026

Is the AI Rally Becoming the Marvel Cinematic Universe?

The AI stock market has started to look suspiciously like the Marvel Cinematic Universe: one breakout hero, a rapidly expanding cast, increasingly expensive sequels, and a growing suspicion that not every character deserves their own franchise. For years, Nvidia has been the obvious protagonist. It had the origin story, the weapon, the charisma, the numbers, […]

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