The companies behind hard drives and storage are leading a stock rally. The surge comes after Jensen Huang flagged data storage as a key constraint for AI at CES 2026. SanDisk led the rally, jumping ...

The AI trade has hit a new stage: The spotlight is shifting from the chips that process data to the hardware required to store it. "Right now, we are very early in the memory cycle," DA Davidson ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...

Samsung last month unveiled a SOCAMM2 LPDDR5-based memory module designed specifically for AI data center platforms. SOCAMM2 is a new memory form factor that comes with a performance boost. CAMM ...

The costs of memory chips — especially those used in consumer devices — are expected to see a sharp rise in 2026 as more mega-cap tech companies ramp up their CapEx spending into AI infrastructure and ...

Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with content, and download exclusive resources. Prevent AI-generated tech debt with Skeleton ...

If you have been thinking of upgrading your aging laptop or replacing your cracked smartphone, here’s some friendly advice: Don’t wait too long. Right now, we’re in the middle of a brief window where ...

It has become increasingly clear in 2025 that retrieval augmented generation (RAG) isn't enough to meet the growing data requirements for agentic AI. RAG emerged in the last couple of years to become ...

Forward-looking: Modern data storage has a short lifespan. Hard drives fail, SSDs wear out, and even magnetic tape needs periodic rewriting to avoid degradation. Now, an ambitious technology is aiming ...

Milwaukee Bucks forward Kyle Kuzma admitted that he can’t remember a supposed team meeting called by Giannis Antetokounmpo amid the swirling rumors involving the two-time NBA Most Valuable Player. On ...

Micron, one of the leading manufacturers of computer products, has announced that it’s leaving the Crucial consumer business in favor of a stronger focus on AI. The company will continue to ship ...