Micron’s revenue surge shows AI is rewriting memory demand
Micron’s revenue jump underscores how AI workloads are driving an outsized surge in demand for high-bandwidth and advanced memory used in GPUs and data centers....
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Compute Inflation Is Here: How AI-First Firms Can Prepare
Geopolitical risk and supply-chain fragility are driving up data center build and operating costs, creating “compute inflation” for AI-heavy businesses. AI-firs...