Topic: market forecasts
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AI Demand Sparks DRAM Shortage and Price Hikes
Surging AI demand is causing a severe shortage of high-bandwidth memory (HBM), diverting manufacturing capacity from other electronics and driving DRAM prices up by 80-90% in a single quarter. The shortage stems from a collision between the cyclical DRAM industry and an unprecedented AI infrastru...
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AI's Memory Crisis: A Decade of Soaring Storage Prices
A severe shortage of NAND flash and DRAM is driving up prices for components like SSDs and memory modules, primarily due to the high demands of AI data centers consuming a large share of global production capacity. After a period of low prices in 2023, 2024 saw a rapid market reversal with synchr...
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AI Investment to Hit $1.5 Trillion by 2025, Report Finds
Global AI investment is projected to approach $1.5 trillion by 2025, driven by massive spending on AI infrastructure like data centers and specialized hardware from major tech firms. The investment landscape is broadening with growing contributions from Chinese companies, venture capital, and the...
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Tesla Posts Second Consecutive Annual Loss
Tesla reported a second consecutive year of declining profits and revenue, with annual net income falling to $3.8 billion and vehicle deliveries dropping 8.5% in 2025. The downturn is attributed to an aging vehicle lineup, intense global competition, and policy shifts affecting incentives, alongs...
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YouTube Ad Sales Soar 15% to $10.2 Billion as Alphabet Tops $100B Revenue
YouTube's advertising revenue surged 15% to $10.26 billion in Q3 2025, exceeding expectations and reinforcing its dominance in digital advertising. Alphabet achieved a record $102.35 billion in total revenue with a 16% increase, driven by strong performance across all major business segments and ...
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