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Memory & NAND Flash Crisis: May 2026 Update

What began as an AI-driven reallocation of manufacturing capacity toward HBM has compounded through consecutive quarters of record-breaking price increases, affecting enterprise IT budgets, consumer device pricing, and cloud infrastructure spending in equal measure.

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Two Conferences, One Consensus on Enterprise AI

IBM Think 2026 and Atlassian Team ’26 both took place last week in different cities, for different audiences, and with different product portfolios on stage. IBM gathered infrastructure architects and enterprise IT executives in Boston, while Atlassian convened developer teams, platform practitioners, and collaboration leaders in Anaheim.

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Data Center Power: The Transition to 800 VDC

For the past two decades, power architecture has evolved incrementally around a familiar model: utility AC enters the facility, passes through switchgear, transformers, UPS systems, power distribution units, and rack power shelves, and is ultimately converted to low-voltage DC for CPUs, GPUs, memory, networking, and storage.

That model worked for conventional enterprise and cloud computing. It was good enough when racks consumed 10kW, 20kW, or even 50kW, but it becomes far more difficult as AI infrastructure pushes rack densities toward hundreds of kilowatts and, in some designs, beyond 1MW.

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