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Industry
AI demand debate clouds memory order visibility
Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.
Crypto
TeraWulf secures data centre site to expand AI and HPC in U.S. Kentucky
Bitcoin mining company TeraWulf has acquired a data centre development site in Kentucky and is accelerating an expansion into artificial intelligence and high-performance computing. The site is designed to support more than 1 gigawatt of AI and HPC capacity over the long term. TeraWulf plans to operate 500 megawatts by 2028 and secure another 500 MW by 2030. The site includes grid infrastructure planning and long-term power contracts.
AI & Enterprise
Siemens launches Digital Twin Composer industrial metaverse solution
Siemens on Jan. 15 unveiled Digital Twin Composer at CES 2026 in Las Vegas, introducing it as a new software solution for creating large-scale industrial metaverse environments. The company said the tool supports decision-making in virtual environments using industrial AI, simulation and real-time physical data. It combines 2D and 3D digital twin data from Siemens Digital Twin with physical real-time information and uses NVIDIA Omniverse libraries to generate real-time visual scenes.
