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32 stories for“memory”
Bloomberg reports that customers have been warned of rises above fifteen per cent on Vera Rubin and Grace Blackwell systems shipping early next year. The cause is memory, and three companies control the supply of it.
Aug 25, 2026
Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026
Sixteen point eight billion dollars for the first phase, a hundred million square feet when finished, and a site chosen because a shuttered power station left behind exactly what a fab needs.
Aug 14, 2026
Goal-based, time-based, event-driven and proactive loops solve different problems. Choosing the wrong one creates noise, cost and fragile automation.
Jul 27, 2026
Claude Code lead Boris Cherny's shift from writing prompts to designing loops points to a more disciplined way of building reliable software with agents.
Jul 27, 2026
Amazon's after-action report on the October outage confirms a blunt truth: one region in Virginia carries too much of the world's digital weight.
Nov 10, 2025
