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WHTop → 📋 News → AI Server Demand Pushes Memory Prices Sharply Higher in 1Q26
AI Server Demand Pushes Memory Prices Sharply Higher in 1Q26
📅 - Memory prices are set for steep increases across nearly all segments in the first quarter of 2026 as suppliers continue to prioritize server and AI-related applications over consumer and client markets, according to the latest analysis from TrendForce.
The research firm reports that a combination of surging AI server demand, disciplined capacity management, and constrained production is reshaping supply dynamics for both DRAM and NAND Flash, resulting in significant quarter-on-quarter price hikes. It confirms the news we reported yesterday.
On the DRAM side, manufacturers are increasingly reallocating advanced process nodes and new capacity toward server DRAM and high-bandwidth memory [...][... Check source for end of article ...]
📅 - System One Acquires Cypress Consulting to Boost Data Center Reach - System One has announced the acquisition of Cypress Consulting, a U.S.-based technology consulting firm specializing in data center and network services, in a move that strengthens its position in high-demand infrastructure and cloud-related markets.
The transaction expands System One's capabilities in data center network engineering, automation, and security at a time when enterprises are modernizing critical IT environments under increasing performance and cybersecurity pressures.
Cypress Consulting, headquartered in Bethesda, Maryland, was founded in 2011 and has developed a reputation for supporting enterprises and data center operators with the design, automation, and protection of [...]
📅 - DayOne Secures $2B+ to Accelerate Global Data Center Growth - Hyperscale company DayOne Data Centers from Singapore has secured more than US$2.0 billion in Series C equity financing, marking one of the largest private fundraising rounds ever completed in the global data center sector and underlining the accelerating investor appetite for hyperscale digital infrastructure.
The latest funding round was led by existing investor Coatue and backed by a broad consortium of international institutions, including Indonesia Investment Authority, further strengthening DayOne's position as a rapidly scaling platform serving next-generation cloud and AI workloads.
The Series C round significantly expands DayOne's balance sheet following an already aggressive [...]
📅 - Goodman, CPP Invest $14B in European Data Center Expansion - Goodman Group and the Canada Pension Plan Investment Board have agreed to form a major European data center partnership valued at approximately A$14 billion (€8 billion), marking one of the largest commitments to digital infrastructure development in the region to date. The 50/50 venture reflects intensifying investor confidence in Europe's core data center markets as demand accelerates for cloud services and artificial intelligence workloads.
The partnership brings together Goodman Group and CPP Investments, with an initial equity commitment of A$3.9 billion (€2.2 billion). Operating under the name Goodman European Data Center Development Partnership, the venture is designed to establish [...]
📅 - Choosing the Right IaaS Provider for Long-Term Cloud Success - As enterprises accelerate digital transformation, Infrastructure-as-a-Service (IaaS) has become a foundational pillar of modern IT strategy. Once viewed primarily as a way to replace on-premises servers, IaaS is now a strategic platform that influences cost structures, security postures, scalability, and long-term competitiveness.
With cloud spending continuing to rise globally, the decision of which IaaS provider to partner with has shifted from a purely technical choice to a board-level concern.
The challenge is that the IaaS market has matured into a crowded and highly competitive landscape. Providers offer overlapping capabilities, complex pricing models, and varying levels of [...]
📅 - Marvell Buys XConn for Its AI Data Center Switching Capabilities - Data infrastructure semiconductor specialist Marvell will acquire XConn Technologies, a supplier of advanced PCIe and CXL switching silicon. The transaction, valued at approximately $540 million, expands Marvell's switching portfolio while strengthening its engineering capabilities around next-generation scale-up fabrics designed for increasingly complex AI workloads.
As AI models grow in size and computational intensity, data center designs are shifting away from single-rack systems toward multi-rack platforms that must connect large numbers of accelerators with minimal latency. Traditional interconnect approaches are proving insufficient at scale, driving demand for high-bandwidth, [...]
📅 - NVIDIA’s Next-Gen AI Chips Deliver Major Leap Beyond Blackwell - At CES 2026 in Las Vegas, NVIDIA set the tone for the next phase of artificial intelligence infrastructure with the launch of the Rubin platform, a rack-scale architecture built around six newly designed chips intended to function as a single, tightly integrated AI supercomputer.
The announcement reflects how rapidly AI workloads are reshaping data center economics, architecture, and expectations, as organizations move from experimental deployments toward large-scale, production-grade AI systems.
Named after Vera Rubin, whose work fundamentally changed humanity's understanding of the universe, the Rubin platform is positioned as NVIDIA's most ambitious attempt yet to reduce the cost and [...]
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