Derek Lemke
Reporting and statements that mention Derek Lemke.
Latest coverage
The memory crisis led me down a rabbit hole into nations forming rival factions to secure the flow of computer chips and AI, with names that wouldn't sound out of place in a Command & Conquer reboot
The article explores the geopolitical landscape surrounding semiconductor and AI chip production, highlighting the formation of rival factions like Pax Silica (US-backed) and WAICO (China-backed). These groups aim to control the global flow of these critical components, impacting industries like PC gaming through supply chain disruptions and price volatility. Governments are prioritizing AI infrastructure, potentially at the expense of consumer needs, leading to a new era of resource guarding and a potential technological arms race.
Nvidia says 'demand for AI infrastructure continues to expand at an unprecedented pace' but after speaking to…
Nvidia reports unprecedented demand for AI infrastructure, with its revenue soaring due to AI-focused hardware. However, experts offer mixed opinions on the future of AI growth, with some predicting a slowdown by late 2026 due to market saturation and pushback against data centers, while others foresee continued broad adoption across major companies driving GPU demand.
