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Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers will pay "much higher prices" than they did this year (Simon Sharwood/The Register)

Simon Sharwood / The Register : Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers wi...

1 October 2026

Sources: Tencent signed a ~$7B, five-year deal with Oracle this year for access to ~100K advanced AI chips unavailable in China via Southeast Asian data centers (Zijing Wu/Financial Times)

Zijing Wu / Financial Times:
Sources: Tencent signed a ~$7B, five-year deal with Oracle this year for access to ~100K advanced AI chips unavailable in China via Southeast Asian data centers  —  WeChat owner strikes deal to access US group's south-east Asia data centres amid race with ByteDance and Alibaba

Posted from: this blog via Microsoft Power Automate.

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