Browsing Tag
San Jose California
3 posts
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset with 20% bandwidth gain
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset for AI data centers, 20% bandwidth gain. Q2 fiscal 2026 earnings July 27 as memory interface scales.
Astera Labs (NASDAQ: ALAB) Scorpio ramp tested by the Amazon warrant agreement
Astera Labs (NASDAQ: ALAB) just printed 93% revenue growth and an Amazon warrant deal. The Scorpio ramp is where the AI connectivity moat gets tested.
QuantumScape (NYSE: QS) solid-state milestones meet Honda-PowerCo validation test
QuantumScape (NYSE: QS) just added Honda to its PowerCo partnership on solid-state batteries. The QSE-5 ramp and 2027 licensing are the next real tests.