The world tried to kill Andy off but he had to stay alive to to talk about what happened with databases in 2025.
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
With capacity shifting to high-margin HBM for AI data centers, traditional DRAM supply is collapsing, pushing enterprise IT ...
The value of servers shipped is also increasing, driven by the shift to AI servers that feature expensive GPUs. IDC predicts ...
As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.
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