“we expect 2027 to be the worst year in terms of memory supply shortage”
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Memory chip supply shortage metrics in 2027 are worse than any other year measured by industry standard shortage indices or lead times.
Bernstein forecasts China's advanced logic chip production will double annually for three years.
Anthropic is in talks to issue $36 billion in debt to fund Google TPU usage
DeepSeek's plans to go public in the coming months may be derailed by suspension of current funding round.
The Trump administration will impose sanctions on Chinese AI companies for distillation attacks.
Meta's AAI Labs is developing a model router called Switchboard to reduce token costs.
Alex Finn predicts that within one to two years, a model like Kimi K3 will be runnable on a Mac mini
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