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jeffufl

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1 points·by jeffufl·last month·0 comments

Meta putting up tents across the US to house AI servers

tomshardware.com
8 points·by jeffufl·last month·2 comments

Dell's AI Server Revenue Surged 757%

jefftech.substack.com
2 points·by jeffufl·last month·1 comments

Meta plans AI pendant, 'wearables for work' in hardware boost

economictimes.indiatimes.com
2 points·by jeffufl·last month·2 comments

Micron Hits $1T on AI Memory Boom

aiweekly.co
2 points·by jeffufl·last month·0 comments

Nvidia Preparing RTX 5090 Price Increase Due to Rising GDDR7 Memory Costs

mp1st.com
4 points·by jeffufl·2 months ago·0 comments

Intel Reenters DRAM Race? A Closer Look at the Z-Angle Memory

trendforce.com
5 points·by jeffufl·2 months ago·1 comments

Why AI Is Causing a Global CPU Shortage

old.reddit.com
6 points·by jeffufl·2 months ago·0 comments

Samsung Raises DRAM Prices Another ~30% for Q2 2026

old.reddit.com
55 points·by jeffufl·3 months ago·11 comments

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1 points·by jeffufl·3 months ago·0 comments

DDR5 RAM prices fall by as much as 30%, but memory shortage likely far from over

notebookcheck.net
42 points·by jeffufl·3 months ago·12 comments

AMD Ryzen AI Pro 400 Series CPUs Deliver Advanced AI for Desktops

amd.com
5 points·by jeffufl·3 months ago·0 comments

comments

jeffufl
·last month·discuss
Not just Dell’s AI servers, but also HP’s. This AI boom is first benefiting all the AI hardware companies.
jeffufl
·last month·discuss
The market is anxious, executives are anxious, temporary tent data centers?And meanwhile large-scale layoffs are happening in meta.
jeffufl
·last month·discuss
Hardware vendors have been some of the biggest winners of the AI boom so far. When will AI software companies start seeing the same payoff?
jeffufl
·last month·discuss
“The Facebook and Instagram owner plans to significantly expand its selection of AI glasses and add a business-focused service called "Wearables for Work" the report said, citing an internal memo by Alex Himel, Meta's vice president of wearables.“
jeffufl
·last month·discuss
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jeffufl
·2 months ago·discuss
[flagged]
jeffufl
·2 months ago·discuss
Very promising direction for the future of AI infrastructure. Memory bandwidth, power efficiency, and thermals are becoming just as important as GPU performance itself. If Intel’s ZAM architecture can scale beyond prototype stage, this could become one of the most important memory innovations of the AI era.
jeffufl
·2 months ago·discuss
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jeffufl
·3 months ago·discuss
The numbers don't seem to add up at first glance—Samsung hikes Q2 contracts by 30% while China's spot market is seeing 10-20% fire sales.
jeffufl
·3 months ago·discuss
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jeffufl
·3 months ago·discuss
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jeffufl
·4 months ago·discuss
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