The RAMpocalypse: Why Your 2026 Laptop Costs More for Less
DRAM contract prices just surged 95% in Q1 2026. The cause isn't a supply chain glitch, it's a permanent physical reallocation of the world's silicon to AI.
#AI Economics
3 articles
The $700B Dark Silicon Bubble: AI's Hidden Inventory Crisis
Hyperscalers have committed $700 billion to AI chips, but power and packaging bottlenecks mean millions of GPUs are sitting in warehouses, depreciating before they ever compute a single token. The market is witnessing the creation of 'Dark Silicon' - and the impending write-down will be historic.
Anthropic CEO on OpenAI & Google: "We Don't Do Code Reds"
At the NYT DealBook Summit, Anthropic CEO Dario Amodei mocked the 'YOLO' financial risks taken by rivals OpenAI and Google, contrasting their panic-driven 'code red' culture with Anthropic's disciplined enterprise focus.