The available history contains 25 observations from 2024-01-07 to 2026-10-13. These are recorded dates, not proof of the earliest available publication; missing intervals are not interpolated.
Nine leading cloud providers are now seen spending over $1.5 trillion in 2027, with AI server revenue rising more than 90% on rack-level shortages and higher memory quotations.
SK hynix unveiled a rack-scale memory system claiming up to 5x faster time-to-first-token, while Cisco and NVIDIA drafted a 400G-lane optics form factor.
NVIDIA's custom NVHBM architecture moves the memory controller onto the HBM base die, prompting Micron and Samsung to source base dies from external foundries including TSMC rather than building them in-house. The shift lands as suppliers push 2027 HBM prices sharply higher: Samsung is reportedly seeking more than double current levels for HBM4, while TrendForce sees industry average HBM ASP up 121% next year.