Back
Hardware6/day by emailEstimate
AI servers are soaking up memory supply and squeezing everyone else, TrendForce says, forecasting that conventional DRAM contract prices will rise 10 to 15% quarter-over-quarter in Q4 2026
Verified 2026-10-05
Track with InsiderTHE INTELLIGENCE CLUB
Facts like this, six days a week
The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.
Join now and you start with 100 Receipts on The Receipts Ledger — your first step toward a free year of Insider or Pro. How it works →
Read this morning's edition →The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
More on Hardware
- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
- AMD's Data Center segment, the one selling Instinct GPUs and EPYC server chips, took $16.6 billion of the company's record $34.6 billion of revenue in 2025 — 48% of all AMD revenue
- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year