AI Infrastructure Hits $690B: Big Tech’s 2026 Arms Race
Big Tech spends $690B on AI infrastructure in 2026—nearly double 2025. Amazon leads at $200B ...
Industry Analysis
Memory Chip Shortage Through 2027: AI Starves Markets
The global memory chip shortage isn’t ending anytime soon. Synopsys CEO Sassine Ghazi told CNBC ...
Technology
AWS GPU Price Hike Breaks 20-Year “Prices Down” Era
AWS raised GPU prices 15% in Jan 2026—first increase ever. Why cloud costs are rising ...
AI & Development
Agentic AI Foundation Launches Amid MCP Security Crisis
On December 9, 2025, the Linux Foundation launched the Agentic AI Foundation with three founding ...
News
OpenAI Locks Up $38B in AWS GPUs – Microsoft Era Ends
OpenAI signs $38B AWS deal for hundreds of thousands of NVIDIA GB200/GB300 GPUs, ending Microsoft ...