Tesla targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down

Guidance for CapEx increased significantly from a projection of $9 billion in Q3 2025 to an expectation of more than $20 billion in 2026. Strategic focus shifted from scaling production and FSD ...
CNBC

AI memory is sold out, causing an unprecedented surge in prices

This year, there won't be enough memory to meet worldwide demand because powerful AI chips made by the likes of Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are ...
Wired

The Daring Attempt to End the Memory Shortage Crisis

A supply shortage is the last thing tech companies want to talk about at CES. The annual trade show is their chance to promote new products and drum up excitement for what's coming, not discuss the ...
Financial Advisor

A Sensible Approach To Alternative Investment Asset Allocation

During a recent interview with Jack Lempart of ETF Atlas, I was asked about determining the appropriate allocation to alternative investments and whether a simple 1/N approach—equally weighting across ...
The Verge

Micron says memory shortage will ‘persist’ beyond 2026

‘Supply will remain substantially short of the demand for the foreseeable future.’ ‘Supply will remain substantially short of the demand for the foreseeable future.’ is a news writer who covers the ...
PC Gamer

Micron says memory shortages will persist beyond 2026 but 'more memory is essential' for the 'AI experience'

One of the largest memory manufacturers in the world, Micron, has confirmed the obvious: memory shortages are likely to extend beyond next year as manufacturers struggle to keep up with burgeoning ...
CNN

Phones might get pricier next year. Thank the AI boom

Fancy cameras, giant screens and massive storage usually make smartphones more expensive. But next year, it’s a routine component that might be boosting prices: memory. And it’s not just phones. Any ...
CNBC

Micron stops selling memory to consumers as demand spikes from AI chips

Micron said on Wednesday that it plans to stop selling memory to consumers to focus on providing enough memory for high-powered AI chips. "Micron has made the difficult decision to exit the Crucial ...
Reuters

Micron to exit consumer memory business amid global supply shortage

Dec 3 (Reuters) - Memory chipmaker Micron Technology (MU.O), opens new tab said on Wednesday it will exit its consumer business, as it doubles down on advanced memory chips used in artificial ...
Ars Technica

After nearly 30 years, Crucial will stop selling RAM to consumers

On Wednesday, Micron Technology announced it will exit the consumer RAM business in 2026, ending 29 years of selling RAM and SSDs to PC builders and enthusiasts under the Crucial brand. The company ...
PC Gamer

Memory crisis and sky-high DRAM prices could run past 2028 as Samsung and SK Hynix opt to 'minimize the risk of oversupply'

Brace yourself for the latest update to the memory supply crisis. And it's not good news. Not at all. Samsung and SK Hynix, who together are responsible for 70% of the DRAM market, have signalled ...