| Mobile Web

Search results for Michael Dell

Industry

China\'s CXMT to double DRAM output, but easing memory shortage seen unlikely

China\'s memory chipmaker ChangXin Memory Technologies (CXMT) is expected to sharply expand DRAM production capacity through 2028, but the supply improvement felt by global PC consumers is likely to be limited. Counterpoint Research and TrendForce forecast wafer output rising from about 320,000 this year to 420,000 in 2027, with a possible 500,000 to 600,000 by 2028. Most additional supply may go to China, and prices are not seen as clearly competitive.

AI & Enterprise

AI bubble fears sweep tech, boosting open-weight AI

Concerns about excessive investment in AI infrastructure weighed on tech markets, pushing down AI-related stocks, while Apple, seen as investing less in AI, reached a $5 trillion market value after Nvidia. Some observers warn today’s AI data-centre shortages could turn into long-term overcapacity that shocks equities, with investors shifting toward U.S. Treasuries. The report also cites slowing revenue growth at Anthropic and increased moves by U.S. firms into open-weight AI models.

AI & Enterprise

Apollo says no clear evidence yet AI is cutting jobs

Apollo Global Management chief economist Torsten Slok said there is no evidence so far that AI is reducing jobs. Citing the ADP National Employment Report, he said private-sector employment is still rising and companies are hiring workers needed to adopt AI. He wrote that demand for AI implementation specialists is increasing and data center expansion is pushing up wages for AI talent and prices for semiconductors, equipment and energy.