The AI inference race moves beyond GPUs to reshape data center infrastructure

The AI inference race moves beyond GPUs to reshape data center infrastructure - SiliconANGLE AI inference infrastructure ...

Memory Is The Best AI Story, Equipment Is The Better Trade

The AI Stack Model splits the AI trade into 14 segments across 4 layers, scoring each on macro conditions, estimate revisions, and how much the market has already paid. Memory wins on fundamentals - ...

Inside ChatGPT’s retrieval stack: The index, cache, and pages it actually reads

New research exposes the mechanics behind ChatGPT citations, including what gets retrieved, what gets read, and what ...
The Verge

RAM price hikes: the latest on the global memory shortage

Random access memory, or RAM, is in just about every piece of technology we use. But it’s also the technology that AI companies like OpenAI, Anthropic, Google, and Meta are using to power the servers ...