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10.06.26 - 11:06
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Nvidia′s AI ramp deepens memory squeeze as cloud providers lock up supply through 2028 (Digitimes)
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Memory shortages tied to Nvidia's next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply for data-center buildouts, according to supply-chain sources. The pressure is already rippling through DRAM and NAND markets, with OEMs and module makers warning of tighter availability and weaker room for additional orders....
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10.06.26 - 05:06
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Apple moves private cloud compute to third party with Google Cloud AI (Digitimes)
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Apple unveiled its third-generation foundation models at WWDC 2026, marking a major shift in its artificial intelligence strategy with implications for users worldwide. The new Siri, deeper Apple Intelligence integration, and a move to Google Cloud for its top model highlight how global device experiences may increasingly depend on cross-company cloud infrastructure....
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09.06.26 - 11:00
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Microsoft cuts hundreds of cloud jobs on mainland, as China, US tighten data laws: sources (SCMP)
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Microsoft is laying off hundreds of employees at its Azure cloud unit in China as the US technology giant navigates tightening data regulations in both Washington and Beijing, according to several of its employees.
The move marks at least the third round of downsizing in the country by the company in two years.
Five people affected by the move said that some Azure staff in Beijing and Shanghai received an email last week informing them their roles would be terminated. The people requested......
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09.06.26 - 01:54
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Microsoft shifts AI cost burden toward devices as cloud bills climb (Digitimes)
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Microsoft is rethinking how the costs of artificial intelligence (AI) are distributed, with global implications for enterprise software pricing, cloud spending, and device strategy. Satya Nadella said the company wants Windows PCs and edge hardware to absorb more compute work, as rising cloud bills push AI economics toward a hybrid model....
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