
Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers
By Anton Shilov published
Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

Alphabet is doubling its capital expenditure to a staggering $180 billion in 2026
By Jon Martindale published
Premium Google announced in its Q4 earnings call this week that it expected to more than double its capital expenditure in 2026 over 2025's already sky-high numbers, to up to $185 billion.

Ultra Ethernet: The data-center interconnection of tomorrow detailed
By Anton Shilov published
Premium We take a look at the Ultra Ethernet 1.0.1 specification in a bid to find out what has changed compared to the traditional Ethernet — and how it will change tomorrow's data-center connectivity.

Claimed 1,100% increase in AI-driven layoffs in 2025 might be misleading
By Jon Martindale published
Premium Despite layoffs attributed to surging use of AI, employers may be placating investors by using AI as an excuse for failings elsewhere.
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