#ai-infrastructure-demand

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#ram-shortage #smartphone-market-decline #price-inflation #market-consolidation #nvidia-earnings
Gadgets
fromTechCrunch
17 hours ago

Memory shortage could cause the biggest smartphone shipments dip in over a decade | TechCrunch

AI-driven RAM shortage causes smartphone shipments to drop 12.9% in 2026, the largest decline in over a decade, while average selling prices rise 14% to $523.
fromLondon Business News | Londonlovesbusiness.com
1 day ago

US futures hold steady after Nvidia's results - London Business News | Londonlovesbusiness.com

The chipmaker delivered better-than-expected results and projected current-quarter revenue above consensus, citing continued robust spending by major technology firms on AI infrastructure. Management emphasised that generative AI represents a structural shift in computing demand and signalled that, despite supply constraints at TSMC, Nvidia was able to secure the components needed to meet demand.
Artificial intelligence
Gadgets
fromEngadget
1 day ago

HP says RAM now accounts for more than a third of its PC costs

PC component costs have doubled due to AI infrastructure demand, with RAM now comprising 35% of system costs, prompting price increases across the industry.
Business
from24/7 Wall St.
2 months ago

OKLO vs. Cameco: Which Nuclear Energy Play is a Better Value?

Nuclear energy stocks provide indirect exposure to AI-driven energy demand with potentially lower downside than direct AI technology investments.
UK news
fromTheregister
2 months ago

London grid crunch delays new housing amid datacenter boom

London's electricity grid constraints from growing datacenter and housing demand require long-term strategic planning to prevent further construction delays.
Tech industry
from247wallst.com
3 months ago

Live: Coverage of Dell's Q3 Earnings

Dell faces growing AI-driven revenue but recurring post-earnings selloffs, postponed Project Maverick, and margin/execution risks that will test its fiscal Q3 2026 outlook.
Venture
from24/7 Wall St.
4 months ago

Nano Nuclear Energy (Nasdaq: NNE) Shoots Up 20% On Nuclear Sentiment Change

Nano Nuclear Energy shares surged over 20% on investor shift to nuclear power, boosted by S&P BMI inclusion, government support, and AI-driven demand.
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