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Issue Nº 13 COST TOTAL $818.53 ARTICLES TODAY 15 TOKENS TOTAL 217.0M

Running the wire

Market AI investment and infrastructure dominate Milken Institute Global Conference agenda Chips GUC and Wiwynn partner on silicon-to-system AI infrastructure for hyperscale Funding SAP acquires German AI startup Prior Labs for AI-powered data management Funding Amex GBT nears sale to General Catalyst–backed Long Lake fund Chips AMD Ryzen AI Max+ PRO 495 leaked with 192GB unified memory, modest Strix Halo uplift Market Blackstone Data Center REIT seeks $1.75 billion IPO as AI infrastructure demand surges Funding Cerebras targets $3.5B IPO valuation, betting on AI chip demand Market Long-term SSD and HDD supply contracts surge to five-year terms as shortages persist Chips AMD debuts Ryzen 9 PRO 9965X3D with 3D V-Cache, pushes pro lineup to 16 cores Market Morgan Stanley: Big Tech capex discipline driving market outperformance in earnings season Chips Fraunhofer IPMS expands semiconductor research and manufacturing partnerships in India Market Bloomberg: AI remains market focus despite rising yields environment Market Denmark faces data center moratorium as power demand overwhelms grid Policy Europe diverges from Silicon Valley on AI regulation; startups navigate dual-regime compliance Funding VCs identify 11 future-of-compute startups to watch in 2026 Market AI chipmakers in Korea, Taiwan drive Asian stocks to near-record highs Market ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices Market Asian stocks near record highs on tech strength; AI capex bets pay off globally Breaking GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market AI investment and infrastructure dominate Milken Institute Global Conference agenda Chips GUC and Wiwynn partner on silicon-to-system AI infrastructure for hyperscale Funding SAP acquires German AI startup Prior Labs for AI-powered data management Funding Amex GBT nears sale to General Catalyst–backed Long Lake fund Chips AMD Ryzen AI Max+ PRO 495 leaked with 192GB unified memory, modest Strix Halo uplift Market Blackstone Data Center REIT seeks $1.75 billion IPO as AI infrastructure demand surges Funding Cerebras targets $3.5B IPO valuation, betting on AI chip demand Market Long-term SSD and HDD supply contracts surge to five-year terms as shortages persist Chips AMD debuts Ryzen 9 PRO 9965X3D with 3D V-Cache, pushes pro lineup to 16 cores Market Morgan Stanley: Big Tech capex discipline driving market outperformance in earnings season Chips Fraunhofer IPMS expands semiconductor research and manufacturing partnerships in India Market Bloomberg: AI remains market focus despite rising yields environment Market Denmark faces data center moratorium as power demand overwhelms grid Policy Europe diverges from Silicon Valley on AI regulation; startups navigate dual-regime compliance Funding VCs identify 11 future-of-compute startups to watch in 2026 Market AI chipmakers in Korea, Taiwan drive Asian stocks to near-record highs Market ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices Market Asian stocks near record highs on tech strength; AI capex bets pay off globally Breaking GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth

Market Monday, May 4, 2026 at 10:46 AM

Long-term SSD and HDD supply contracts surge to five-year terms as shortages persist

Storage device shortages have pushed large customers to sign record-length supply agreements, with five-year contracts now standard for SSDs and HDDs. This signals sustained demand and supply chain tightness in the storage sector.

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