Intel shares down 13% as company only manages to shrink losses in latest earnings, demand to outpace 2026 supply — $300 million deficit comes despite more than $20 billion in outside investment from Nvidia and friends
Apple Struggling With Key Material Shortage as AI Chips Drain Supply
Nvidia Sees Strong Chinese Demand for H200, Has Enough Supply
Samsung to delay its planned DDR4 end-of-life due to signing a long-term 'non-cancellable, non-returnable' contract with key customer — agreement will not alleviate consumer shortage, supply earmarked for server clients
Kuo: iPhone Fold Production Challenges Could Limit Supply Next Year
Oracle reportedly delays several new OpenAI data centers because of shortages — tight material and labor supply frustrate expansion plans, possibly by a year or more
AI gadget makers are chasing problems that don't exist, Logitech CEO says — also details supply chain and pricing strategy
Sandisk and Samsung Delay NAND Shipments, Transcend Left Without Supply Since October
The Inference Economy: Why demand matters more than supply
Tencent Mulls Carbon-Credit Alliance to Boost Supply
Nexperia Says Payment Dispute Led to Supply Break With China
DRAM Costs Surge Past Gold as AI Demand Strains Supply
AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade
Income Equality in Nordic Countries: Myths, Facts, and Lessons
Data center demand is booming. Can the supply of trade workers keep up?
CoreWeave Data Center to Double City’s Power Needs as AI Strains US Supply
Rents fall in most U.S. metros since 2023, demand struggles to match supply
Report: World’s supply of critical minerals for clean energy is concentrated in fewer countries
Nvidia writes off $5.5 billion in GPUs as US gov't chokes off supply of H20s to China | AMD's Instinct MI308 reportedly gets export restrictions too.
Switch 2 games and accessories will be in 'extremely limited' supply according to GameStop
