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Big Tech Seeks Long-Term DRAM Supply for its AI Needs

AI hyperscalers like Google and Microsoft are seeking to secure DRAM supplies from leading manufacturers Samsung Electronics and SK Hynix under long term arrangements. This comes as the supply of memory contracts and prices of NAND flash and DRAM increase sharply. To respond to the growing demand for DRAM and HBM (high-bandwidth memory), Samsung is … Continue reading “Big Tech Seeks Long-Term DRAM Supply for its AI Needs”

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TrillionDollarBreaks – Amazon.com Inc. (NASDAQ: AMZN) $11.6 Billion Globalstar Deal Signals Direct Challenge to Starlink Dominance, Channelchek Reports

Amazon.com (NASDAQ: AMZN) is making a strategic move into satellite connectivity with its approximately $11.6 billion acquisition of Globalstar, positioning the deal as a direct challenge to SpaceX’s Starlink while securing critical direct-to-device capabilities and a key partnership with Apple, according to a report from Channelchek. The acquisition provides Amazon with valuable spectrum licenses and … Continue reading “TrillionDollarBreaks – Amazon.com Inc. (NASDAQ: AMZN) $11.6 Billion Globalstar Deal Signals Direct Challenge to Starlink Dominance, Channelchek Reports”

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