
AI Boom Creates Global Memory Chip Shortage
The global expansion of AI is creating a severe shortage of memory chips and hard drives, impacting the production and pricing of PCs and smartphones.
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Marcus Bell is a senior technology market analyst for Neurozzio, specializing in the semiconductor industry, corporate finance, and AI infrastructure. He reports on market trends, corporate valuations, and the strategic investments shaping the tech sector.

The global expansion of AI is creating a severe shortage of memory chips and hard drives, impacting the production and pricing of PCs and smartphones.
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Intel is launching a major strategic pivot, leveraging its new Core Ultra Series 3 chip to expand beyond PCs and into the growing AI and robotics markets.
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xAI secured $20 billion in its Series E funding round, exceeding its $15 billion target. The funding will accelerate infrastructure, product development, and research for advanced AI.
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Nvidia announced its next-generation AI platform, Vera Rubin, at CES 2026, with shipments scheduled for the second half of the year to power complex AI.
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Alaska's plan to launch an AI chatbot for legal probate assistance faced major delays after the tool produced inaccurate information, highlighting the risks of AI in sensitive government roles.
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New AI developments from China, including a photon-based chip called LightGen, are creating fresh challenges for U.S. tech giants like Nvidia and Microsoft.
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Venture capitalists invested a record $150 billion into AI startups in 2025, with OpenAI reportedly planning an unprecedented $100 billion private fundraise.
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Meta Platforms has agreed to acquire Singapore-based AI research startup Manus in a deal valued at over $2 billion, bolstering its AI talent roster.
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As Nvidia's valuation soars past $4 trillion, scrutiny is growing over its complex, circular business deals, raising questions about the sustainability of its growth.
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India is attracting over $67.5 billion in AI data center investments from Microsoft, Amazon, and Google over five years, cementing its role as a global AI infrastructure hub.
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Despite a booming stock market for AI, new companies in the sector are facing steep borrowing costs, signaling significant skepticism from debt investors.
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Microsoft's latest financial reports show significant growth in its cloud and AI divisions, with analysts projecting 2026 as a pivotal year for enterprise adoption.
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A massive surge in AI investment, nearing trillions of dollars, is fueling the U.S. economy but also raising fears of a speculative bubble similar to the dotcom era.
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Google has announced a $4.75 billion all-cash deal to acquire Intersect, a developer of data centers and energy plants, to bolster its AI infrastructure.
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AI infrastructure firm CoreWeave has seen its stock value plummet over 60% in six weeks, erasing $33 billion and fueling Wall Street fears of an AI bubble.
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Broadcom's stock plunged 11.4%, wiping out $220 billion in value and sparking a tech sell-off over concerns that high-cost AI chip orders are squeezing profits.
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OpenAI faces significant competitive challenges as Google's Gemini 3 Pro outperforms GPT-5 and Anthropic partners with Microsoft. CEO Sam Altman reportedly issued a 'code red' to address the shifting
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Oracle's market value plunged by over $70 billion after the tech giant reported slower-than-expected growth and announced a massive increase in AI spending.
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Microsoft is investing $17.5 billion in India's cloud and AI infrastructure over four years, its largest Asian commitment. The funds will expand infrastructure, integrate AI into national platforms, a
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Amazon has committed to investing over $35 billion in India by 2030, targeting the country's cloud and artificial intelligence infrastructure to boost jobs and growth.
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