Nvidia and other chipmakers will still make plenty of cash.
Nvidia's (NVDA) plan to use smartphone-style memory chips in its AI servers could cause server-memory prices to double by late 2026, Reuters reported, citing a report by Counterpoint Research. In the ...
Intel has confirmed CPU price increases of 10–15% for OEMs as AI data center demand stretches lead times to months, with AMD and others following suit.
The terms of the production-linked incentive (PLI) scheme for IT hardware need to be re-evaluated due to the rising cost of ...