Jan 20, 2026
GPU
Global AI Server Shipments Forecast to Grow 28% YoY in 2026
TrendForce projects global server shipments to grow 12.8% YoY in 2026, while AI server shipments surge by more than 28% YoY, led by Google and Microsoft ramping production.
Jan 5, 2026
GPU
AMD Partners Share Vision for "AI Everywhere" at CES 2026
AMD previews its "Helios" rack-scale platform built on MI455X GPUs and EPYC Venice CPUs, while introducing the full MI400 series accelerator portfolio.
Jan 5, 2026
GPU
AMD Instinct MI400 Launches in 2026 with CDNA 5 Architecture
AMD outlined its next steps at 2025 Financial Analyst Day: the MI400 series arriving in 2026 based on the new CDNA 5 architecture, targeting NVIDIA's data center dominance.
Jan 5, 2026
GPU
AMD Accelerates Data Center AI Innovation with Expanded GPU Roadmap
AMD confirms the 2026 arrival of the Instinct MI400 series and previews MI500 for 2027, expanding its data center AI accelerator roadmap aggressively.
Jan 5, 2026
Market
AMD MI400 Series: $7.2B AI GPU Challenging Nvidia
AMD unveiled the full MI400 series at CES 2026, with CEO Lisa Su presenting five distinct SKUs targeting different segments of the AI accelerator market.
Jan 20, 2026
Memory
Memory Chip Shortage 2026: HBM Takes 23% of DRAM Wafers
A single rack installation absorbs what would otherwise supply memory for thousands of consumer devices, as HBM production cannibalizes traditional DRAM wafer capacity.
Jan 15, 2026
Memory
AI Memory Shortage 2026: Developer Hardware Costs Spike
HBM consumption per AI accelerator is driving up costs for developers and smaller enterprises, as hyperscalers lock in available supply through long-term contracts.
Jan 10, 2026
Memory
AI's Memory Bottleneck: HBM and DRAM Shortage Predicted
Industry analysts predict a severe HBM and DRAM supply crunch for 2026–2027 as AI training and inference workloads consume ever-larger shares of global memory production.
Jan 8, 2026
Market
Beyond the Chip: Where the AI Money Goes Next
Capital is shifting from chipmakers to massive AI data center buildouts, with power infrastructure, cooling, and networking becoming the new bottlenecks in 2026.
Jan 20, 2026
GPU
NVIDIA DGX B200 vs B300: Blackwell System Comparison
Detailed comparison of the B200 unit backlog and the January 2026 ramp-up of B300 cloud shipments, highlighting performance-per-watt improvements.
Jan 20, 2026
Supply Chain
TSMC CoWoS Supply Chain: Demand Surges to 1.1M Wafers in 2026
TSMC's advanced CoWoS packaging demand surges to 1.1 million wafers in 2026, with NVIDIA, Broadcom, and AMD competing for limited capacity allocation.
Jan 18, 2026
Supply Chain
CoWoS, Not HBM, Is the Real AI Supply Bottleneck
Chip-on-wafer-on-substrate packaging capacity, not memory supply, emerges as the primary constraint limiting AI chip production throughput in 2026.
Jan 15, 2026
Supply Chain
Morgan Stanley: TSMC CoWoS Capacity Analysis for 2026
Morgan Stanley's detailed analysis of TSMC CoWoS capacity allocation shows AI chip packaging demand exceeding supply by 30–40% through 2026.
Jan 10, 2026
Market
NVIDIA H100 Price Guide 2026: GPU Costs, Cloud Pricing & Buy vs Rent
H100 price starts at $25,000 to buy or $2.69/hr to rent. Comprehensive comparison of cloud GPU pricing across providers for AI training and inference workloads.
Jan 8, 2026
GPU
NVIDIA B200 GPU: Specs, Pricing, and Cloud Availability
B200 cloud pricing ranges from $2.65/hr (CoreWeave reserved) to $5.50/hr (spot). Manufacturing cost reportedly ~$6,400 per chip, with memory accounting for ~55%.
Jan 5, 2026
GPU
NVIDIA B200 Specs and Price: 192GB Blackwell GPU for AI
NVIDIA B200 features 192GB HBM3e memory with manufacturing cost ~$6,400 per chip. Memory accounts for roughly 55% of total chip cost in the Blackwell generation.
Jan 5, 2026
Memory
Samsung and SK Hynix Raise 2026 HBM3E Order Prices by 20%
Samsung and SK Hynix have raised HBM3E order prices by 20% for 2026 contracts, driven by surging demand from NVIDIA and AMD for AI accelerator memory.
Jan 3, 2026
Memory
Global Memory Shortage Crisis: Market Analysis and Impact on Smartphone and PC Markets
IDC analysis warns a global memory shortage is reshaping smartphone and PC markets for 2026, as DRAM and NAND supply struggles to keep pace with AI-driven demand.
Jan 2, 2026
Data Center
NVIDIA GB200 NVL72 Systems: What to Know About Full-Rack Deployments
GB200 NVL72 rack-scale systems combine 72 Blackwell GPUs in a single liquid-cooled rack, with deployment lead times extending to 40+ weeks due to CoWoS packaging constraints.
Jan 1, 2026
Data Center
NVIDIA Blackwell Ultra: The Chip Powering the AI Factory Era
NVIDIA's Blackwell Ultra doesn't just scale compute — it scales memory capacity to meet the demands of next-generation AI factories and trillion-parameter models.