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Global PC Shipments Fall 21% in Q3 as Memory Costs and Tariffs Raise Prices
Global PC shipments fell 21% in Q3 2026 as memory costs and tariffs raised prices; Counterpoint sees a 27% Q4 drop.
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Global PC shipments fell 21% in Q3 2026 as memory costs and tariffs raised prices; Counterpoint sees a 27% Q4 drop.
Nvidia CEO Jensen Huang told CNBC he sees no 2029 memory glut, defending memory demand as stocks fell on oversupply fears and CXMT's new architecture.
US stock futures fell Thursday as Meta and Tesla slid post-earnings and chip stocks weakened amid rising oil.
CCF's 22nd HPC conference opened in Shenzhen with WEC2026, drawing over 5,400 participants and 65 exhibitors.
Nvidia CEO Jensen Huang says neocloud demand is 'off the charts' but working capital is scarce.
MIT Technology Review says AI inference leaves large back-end storage costs that are often overlooked.
KOSPI falls 3.52% to 5,533.77 as chip profit-taking and AI investment concerns hit Seoul; the won strengthens.
BOK sees AI-driven chip exports lifting private consumption next year; Lee urges balanced growth.
Nvidia, Microsoft and Cisco warn UK has 12 months to prevent US-style datacenter protests from blocking construction.
Tutorial shows NVIDIA Nsight Python profiling GPU kernels in Colab, returning hardware metrics as pandas DataFrames.
CEIS launches global computing power price index with Jiuzhang Yunji as core co-builder.
Seoul's KOSPI fell 2.25% late Thursday morning as AI investment concerns triggered a chip-share selloff, Yonhap reported.
Google open-sourced TorchTPU, Tencent Cloud opened Yuanbao Search, and Honor launched WIN2 gaming phones.
India is preparing a national data center policy after local opposition to Amazon and Google projects over water and power use, CNBC reported.
Nvidia unveiled DSX POD blueprints, an OpenShell deployment architecture and Isaac robotics tools at GTC Berlin.
Blackstone's Jas Khaira said fears over AI-buildout debt are overblown, TechCrunch reported.
Flapping Airplanes raised $1B in a Series A led by Index and Lux at a reported $6B valuation.
CoreWeave's stock and debt are under pressure as rising rates and AI buildout concerns hit neoclouds, CNBC reported.
Texas report says data centers could erase decades of air-quality gains, with soot more than tripling.
Nvidia unveiled DSX POD AI-factory designs, agent infrastructure and telecom partnerships at GTC Berlin.
SpaceX shares rose 7% after strong results; Musk said power and cooling, not chips, now limit AI compute buildout.
Dell says AI supply is outpacing planning, shifting buyers from discounts to delivery. Apple's iPhone Duo is also tight.
Comet Cloud targets small businesses with dedicated GPU clusters, betting cheaper inference capacity will widen AI use.
Era4 Ltd. is building UK-owned AI infrastructure with self-generated power to retain control and revenue in Britain.