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jeffufl

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投稿

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1 ポイント·投稿者 jeffufl·先月·0 コメント

Meta putting up tents across the US to house AI servers

tomshardware.com
8 ポイント·投稿者 jeffufl·先月·2 コメント

Dell's AI Server Revenue Surged 757%

jefftech.substack.com
2 ポイント·投稿者 jeffufl·先月·1 コメント

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

economictimes.indiatimes.com
2 ポイント·投稿者 jeffufl·先月·2 コメント

Micron Hits $1T on AI Memory Boom

aiweekly.co
2 ポイント·投稿者 jeffufl·先月·0 コメント

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

mp1st.com
4 ポイント·投稿者 jeffufl·2 か月前·0 コメント

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

trendforce.com
5 ポイント·投稿者 jeffufl·2 か月前·1 コメント

Why AI Is Causing a Global CPU Shortage

old.reddit.com
6 ポイント·投稿者 jeffufl·2 か月前·0 コメント

Samsung Raises DRAM Prices Another ~30% for Q2 2026

old.reddit.com
55 ポイント·投稿者 jeffufl·3 か月前·11 コメント

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1 ポイント·投稿者 jeffufl·3 か月前·0 コメント

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

notebookcheck.net
42 ポイント·投稿者 jeffufl·3 か月前·12 コメント

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

amd.com
5 ポイント·投稿者 jeffufl·3 か月前·0 コメント

コメント

jeffufl
·先月·議論
Not just Dell’s AI servers, but also HP’s. This AI boom is first benefiting all the AI hardware companies.
jeffufl
·先月·議論
The market is anxious, executives are anxious, temporary tent data centers?And meanwhile large-scale layoffs are happening in meta.
jeffufl
·先月·議論
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
·先月·議論
“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
·先月·議論
[dead]
jeffufl
·2 か月前·議論
[flagged]
jeffufl
·2 か月前·議論
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 か月前·議論
[dead]
jeffufl
·3 か月前·議論
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 か月前·議論
[dead]
jeffufl
·3 か月前·議論
[dead]
jeffufl
·4 か月前·議論
[dead]