Global RAM Shortage Risks Stretching Into 2027 and Beyond as AI Infrastructure Demand Surges A new Verge report, citing Nikkei Asia, indicates the RAM crunch may last longer than many procurement teams planned for. Even with additional DRAM production coming online, suppliers are reportedly o... AI Infrastructure Data Centers Memory Semiconductors Supply Chain Apr 19, 2026
Meta's AI spending spree is helping make its Quest headsets more expensive Published: April 18, 2026 09:05 AM CT (America/Chicago) Ars Technica reports that Meta's AI spending spree is helping make its Quest headsets more expensive . While the headline is concise, the underl... AI Economy Cloud Infrastructure Data Centers Digital Transformation Enterprise Strategy Apr 18, 2026
US Data Center Buildouts Face Delays, Raising New Constraints on AI Infrastructure Growth The AI infrastructure buildout is running into a hard physical reality: data centers cannot be shipped at software speed. New reporting from Ars Technica, citing analysis of satellite and drone imager... AI Infrastructure Cloud Construction Data Centers Energy Apr 18, 2026
US Government Moves to Require Data Center Energy-Use Disclosure As of April 15, 2026 11:34 PM CT (US Central), U.S. data-center policy took a notable step toward transparency. TechCrunch reports that federal authorities plan to require data centers to disclose det... Cloud Infrastructure Data Centers Energy Policy Apr 15, 2026
U.S. Plans Mandatory Data Center Energy Reporting as AI Infrastructure Power Demand Surges Published April 15, 2026 at 07:30 PM CT (America/Chicago) U.S. policymakers are moving toward mandatory visibility into data center electricity usage, according to recent reporting from Wired and Tech... AI Infrastructure Cloud Data Centers Energy Policy Regulation Apr 15, 2026
Meta and Broadcom Team Up on Custom AI Silicon to Scale Next-Gen AI Workloads Meta has announced a new partnership with Broadcom to co-develop multiple generations of custom AI silicon, a move that signals how aggressively large platforms are trying to control their compute des... AI Chips Broadcom Data Centers Infrastructure Meta Apr 15, 2026
AI Data Center Startup Fluidstack Reportedly Seeks $1B at $18B Valuation as Compute Demand Accelerates AI infrastructure financing is moving at a speed rarely seen in traditional cloud cycles. TechCrunch reports that Fluidstack, an AI-focused data center company, is in talks to raise roughly $1 billion... AI Infrastructure Cloud Data Centers Fluidstack Funding Apr 14, 2026