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25.08.26 - 02:00
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Nvidia Informs Hyperscalers About Incoming Price Hikes As Memory Costs Soar (ZeroHedge)
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Nvidia Informs Hyperscalers About Incoming Price Hikes As Memory Costs Soar
The AI infrastructure buildout boom could soon enter another inflationary wave.
Nvidia's largest hyperscaler customers face sharply higher costs next year, with Vera Rubin and Grace Blackwell systems expected to jump in price as surging memory costs ripple through the chip stacks.
Bloomberg cited sources familiar with Nvidia's new pricing regime, indicating that hyperscalers will see a 15% increase in prices for Rubin and Grace Blackwell processors next year. They said the size of the increase will depend on the chip generation and memory configuration.
Contract manufacturers serving major data center projects, including Microsoft, Google and Oracle, have started notifying customers about the incoming increases, those people said.
Nvidia's AI accelerators remain expensive and in short supply because production at Taiwan Semiconductor Manufacturing has struggled to keep pace with soaring demand. Nvidia generates gr...
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23.08.26 - 17:00
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An AI ′debt bomb′ crisis? No. This isn′t Enron 2.0 | Gene Marks (The Guardian)
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Fears of a datacenter buildout debt crisis are exaggerated. The risks are different than in the past and they are recoverableSome experts are warning of a looming “debt bomb” crisis because big datacenter builders such as Meta, Oracle, xAI and CoreWeave are not only raising billions to construct these facilities but are also not recognizing these long-term debt obligations on their balance sheets.Should we be concerned? No. I know because I've seen this movie before. Continue reading......
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22.08.26 - 16:15
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Quantinuum Aktie: Der Börsenneuling rückt ins Rampenlicht! (Aktiencheck)
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Kulmbach (www.aktiencheck.de) - Quantinuum-Aktienanalyse von "Der Aktionär":
Florian Söllner vom Anlegermagazin "Der Aktionär" nimmt im Interview mit "Der Aktionär TV" die Aktie von Quantinuum Inc. (ISIN: US74768A1043, WKN: A42CZ0, Ticker-Symbol: R5P, NASDAQ-Symbol: QNT) unter die Lupe.
Der Börsenneuling rücke ins Rampenlicht: Die Honeywell-Tochter habe mit Oracle eine mehrjährige strategische Partnerschaft geschlossen, um Quantencomputing in die Oracle Cloud Infrastructure (OCI) zu bringen. [mehr]...
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20.08.26 - 21:09
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NextSilicon Appoints Rupal Hollenbeck President and Chief Business Officer to Lead Global Commercial Strategy (Business Wire)
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Former Check Point Software president, Oracle and Cerebras CMO, and 23-year Intel veteran joins NextSilicon to scale global sales, marketing, partnerships and customer adoption.TEL AVIV, Israel & MINNEAPOLIS--(BUSINESS WIRE)--#AI--NextSilicon, a leader in next-generation computing solutions for AI and high-performance computing (HPC), announced the appointment of Rupal Hollenbeck as President and Chief Business Officer. In this new role, Hollenbeck will lead all go-to-market activities, including sales, marketing, communications, strategic partnerships, business development, and customer engagement and success. Hollenbeck joins NextSilicon as it increases market adoption of the Maverick Intelligent Compute Architecture platform and advances its Arbel RISC-V processor roadmap.
As AI moves from single workloads to rapidly evolving, agentic and multimodal workflows, infrastructure must continually adapt and optimize for utilization, memory movement, and end-to-end efficiency. Maverick-2 was designed to meet ...
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