
Micron’s AI Memory Boom Shows How the Chip Shortage Is Reshaping the Industry
The memory chip shortage is boosting Micron as AI demand drives record revenue, profit and a stronger outlook for the U.S. chipmaker.
AI trends in energy management, optimization, and sustainability.

The memory chip shortage is boosting Micron as AI demand drives record revenue, profit and a stronger outlook for the U.S. chipmaker.

Europe is resisting the U.S. chip war as a proposed bill threatens ASML’s China sales and widens semiconductor export controls.

Amazon India gets a new $13B AI and cloud investment, lifting its total commitment to $48B amid fierce competition from Microsoft and Google.

Nvidia’s new cooling system can cut on-site use, but the AI water problem also includes power plants and chip manufacturing.

Nvidia says its liquid-cooled data centers can cut water use to near zero, but power demand, cost and construction impacts remain concerns.

Smartbird is betting on AI infrastructure after Allbirds sold its shoe business, but the rebrand begins with money, no employees and a narrow market.

Americans warn the SpaceX IPO could tie 401(k)s and index funds more tightly to tech giants, raising fears of risk and inequality.

Ambani is betting on an AI assistant across calls, apps and homes as Reliance expands into India’s fast-moving AI race.

Amazon employees allege retaliation after backing a data center moratorium in Seattle, as the city examines AI infrastructure impacts.

FERC fast-tracks AI data centers onto the grid, but the power shortage remains. Here’s what the new order means for utilities and tech firms.