Memory prices up 500% in 12 months as hyperscalers lock in all 2027 DRAM production capacity
“Some are calling it the RAMpocalypse; I prefer "RAMageddon."”
AWS re:Invent 2026
- Dates
- 2026-11-30 → 2026-12-04
- Location
- Las Vegas, NV
- Ecosystem
- hyperscaler
- Importance
- 9/10
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Google reveals TPU V8 splits into training (8T) and inference (8I) specialized variants
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OpenAI's Jalapeño chip claims 1.5–1.9x better performance per watt than NVIDIA GB200/GB300.
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Anthropic signed $1.25B/month compute deal with SpaceX's Colossus clusters through May 2029
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California high-speed rail project estimated to cost $236 billion without completed segments.
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NVIDIA is shaping infrastructure for agentic AI with a new platform called Vera Rubin.
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Meta introduces ZGateway, a proxy for ZippyDB traffic management.
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Apple sued OpenAI for trade secret theft tied to its $6.5B hardware push
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Google DeepMind adds private, server-side memory to Private AI Compute for personal AI.
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a16z launches Machine Age Fund targeting AI infrastructure from chips to copper mines
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NVIDIA NVLink Fusion enables NVHBM memory for custom XPU accelerators at hyperscale
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