Two moves in 48 hours signal that the AI infrastructure bubble isn't deflating - it's refinancing. Nvidia is hiking AI server prices by more than 15%, and Broadcom is reportedly in talks for an $80 billion debt package to fund its custom AI chip business. The bill is coming due, and it's getting bigger.
24/08/2026 à 20h58 7 8
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
01/08/2026 à 09h40 20 18
A field guide argues embedded SQLite can carry a real production workload - if you know the WAL/mmap/VFS knobs. Under the hood, plus the trade-offs it won't fix.
29/07/2026 à 12h46 14 13
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
27/07/2026 à 10h17 10 11
Pandaily reports China's compute power now ranks second globally, and AI servers have overtaken general-purpose servers for the first time. Five sub-sectors shape the next leg.
25/07/2026 à 10h28 11 9
Nvidia livre Vera aux 3 comptes qui comptent (OpenAI, Anthropic, SpaceX). Dans le même temps, Wistron ouvre à Taylor, Texas, une usine dédiée aux serveurs Blackwell. Le stack Grace/Vera + Blackwell est en train de se déployer physiquement.
22/07/2026 à 12h41 20 9
