Tag: production capacity
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The Register: OpenAI ropes in Korean giants Samsung and SK Hynix to feed its AI megaproject
Source URL: https://www.theregister.com/2025/10/02/openai_ropes_in_samsung_and/ Source: The Register Title: OpenAI ropes in Korean giants Samsung and SK Hynix to feed its AI megaproject Feedly Summary: Duo pledge memory for Stargate to the tune of 900k DRAM wafer starts a month OpenAI has persuaded two of South Korea’s chip titans to fuel its bid to build the biggest…
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Slashdot: Hard Drive Shortage Intensifies as AI Training Data Pushes Lead Times Beyond 12 Months
Source URL: https://hardware.slashdot.org/story/25/09/15/1823230/hard-drive-shortage-intensifies-as-ai-training-data-pushes-lead-times-beyond-12-months?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Hard Drive Shortage Intensifies as AI Training Data Pushes Lead Times Beyond 12 Months Feedly Summary: AI Summary and Description: Yes Summary: The text outlines a significant increase in demand for high-capacity hard drives driven by AI workloads, leading to extended lead times and price increases. This surge reflects…
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The Register: With record revenue, SK hynix brushes off suggestion of AI chip oversupply
Source URL: https://www.theregister.com/2024/10/24/sk_hynix_q3_24/ Source: The Register Title: With record revenue, SK hynix brushes off suggestion of AI chip oversupply Feedly Summary: How embarrassing for Samsung SK hynix posted on Wednesday what it called its “highest revenue since its foundation" for Q3 2024 as it pledged to continue minuting more AI chips.… AI Summary and Description:…