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datacentre industry
Trends
- 1Memory chip shortage: when will it end?●When will the memory shortage end? The current memory market is being shaped by a mix of AI infrastructure demand, limit
A shortage of memory chips is being driven by surging AI infrastructure demand colliding with limited wafer capacity and the industry's focus on high-bandwidth memory for accelerators. DRAM and NAND makers have shifted investment toward HBM, leaving conventional memory supply tight, and new manufacturing capacity takes years to bring online. Discussion centres on how long the squeeze will last and what it means for pricing across the tech industry.
- 2Australian datacentre backlash called a US import●"Australian backlash to datacentres is faux import from US, officials say: ‘We are not the United States’" Well "Officia
Australian officials have dismissed local opposition to datacentres as a 'faux import' from the United States, arguing that 'we are not the United States'. Critics counter that the backlash is genuine and accuse pro-datacentre figures of being industry-linked rather than neutral officials, with claims that political donations to Labor are helping fast-track datacentre construction. The dispute has sparked debate over whether Australia's concerns mirror genuine US grievances about water, energy and land use, or an imported political argument.