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AI Memory

Meta raises 2026 capex guide by $5B, citing "accelerator and memory availability"

Meta Platforms raised its 2026 capital expenditure guidance by $5B in its 10-Q filing, explicitly citing "accelerator and memory availability" as the primary constraint driving inc…

Source BloombergPublished May 2

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Apr 11Article

AI Memory

HBM, explained without metaphors. Stacks, TSVs, and why it's so hard to make.

High-Bandwidth Memory isn't "fast DRAM." It's a wholly different manufacturing problem. We go through the stack, the through-silicon vias, a…

BitDepth Editorial

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23d agoSK Hynix says HBM4 will be on track despite reports of customer specification changesReuters 23d agoSamsung's HBM3E qualification, finally. The full timeline and what it means for NVIDIA's 2026 allocation strategy.BitDepth Editorial 23d agoInside NVIDIA's quiet pivot to Samsung HBM3E qualificationThe Information 23d agoMicrosoft, Micron strike long-term memory supply deal — terms undisclosed

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Meta raises 2026 capex guide by $5B, citing "accelerator and memory availability"

HBM, explained without metaphors. Stacks, TSVs, and why it's so hard to make.

Wire results

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Meta raises 2026 capex guide by $5B, citing "accelerator and memory availability"

HBM, explained without metaphors. Stacks, TSVs, and why it's so hard to make.

Wire results