Investment in AI data centres is expanding from high-bandwidth memory to enterprise SSDs, with prices for 30TB to 64TB drives up more than 50 percent. As capacity and NAND layers rise, burn-in and final tests take longer and inspection becomes a bottleneck, driving demand for higher-parallelism, PCIe 5.0-capable equipment. New testing needs are also emerging around CXL 2.0 memory pooling and switching, prompting shipments of dedicated testers.

Artificial intelligence is becoming core infrastructure in biopharmaceutical development, rapidly changing how drug candidates are found and validated. AstraZeneca says computing now reinforces the entire process from design and production to verification and analysis, shortening development cycles and boosting productivity. The company uses a build-measure-learn loop, multimodal datasets and precision screening, and is building an AI- and robot-enabled lab in Cambridge, Massachusetts. Executives say de novo, fully AI-generated biologics are an industry goal but require richer data, benchmarks and talent, with human oversight remaining central.