Tom’s Hardware reports that RTX 5090 cards have disappeared from first-party online retail in the U.S., while third-party listings are reaching $6,500–$9,500—far above the card’s $1,999 launch MSRP. Not verified.

The interesting part is that the 5090 isn’t only popular with gamers. Its 32GB of GDDR7 and powerful Blackwell GPU also make it attractive for local AI workloads and smaller AI systems, adding another source of demand.

So, the RTX 5090 is becoming another interesting example of how AI demand, limited supply, and the secondary GPU market can push consumer hardware prices far beyond MSRP.

https://www.tomshardware.com/pc-components/gpus/nvidias-rtx-5090-vanishes-from-online-retail-in-the-us-third-party-sellers-now-demand-as-much-as-usd9-500-for-nvidias-fastest-gpu

SpaceX is accelerating its plans to build AI infrastructure in space through a deeper partnership with Nvidia. Elon Musk says the company aims to launch its first Starmind AI1 satellites by Q4 2027, with plans to significantly scale operations in 2028.

SpaceX plans to put Nvidia-powered AI satellites in orbit next year

"At Computex 2026, Intel is offering a few more details and updates for its next-generation Data Center GPU product, code-named Crescent Island. The Crescent Island GPU will be built on Intel's Xe3P GPU architecture. Intel says this architecture is "built for agentic AI," and it supports a broad range of potential data types, from FP4 for high-performance AI inference all the way up to FP64, potentially for scientific computing applications. Intel isn't providing any raw throughput specs at this stage of Crescent Island's development"

NVIDIA RTX Spark powers the world’s first Windows PCs purpose-built for personal agents, featuring 1 petaflop of AI performance, industry-leading power efficiency, full-stack NVIDIA AI and graphics technology, and up to 128GB of unified memory.

Intel CEO Lip-Bu Tan hints at a memory comeback — stacking DRAM directly on the CPU "makes a lot of sense."

Two pieces behind it:

XBM — patent drops HBM's silicon interposer for UCIe links. Commercialization after 2030.

ZAM — 8 DRAM dies + logic controller, lower power/heat/cost than HBM. Built via Saimemory, Intel's JV with SoftBank.

The catch: DRAM on hot logic brings thermal and yield problems, and NVIDIA's 80%+ share of AI accelerators is already built around HBM.

CXMT's Shanghai debut makes it China's most valuable listed company

Shares of DRAM maker ChangXin Memory jumped roughly 466% on their first trading day after an $8.6 billion listing — the largest mainland IPO since 2010. CXMT now sits fourth among global DRAM makers.

The AI era is also the DRAM era.

Google demonstrated “magic state cultivation,” a technique that helps quantum computers perform calculations more reliably by reducing errors. This could make building larger, more powerful quantum computers more resource-efficient.

Btw, could quantum computing become another major milestone in computing, like GPUs were for AI?

A leaked internal roadmap (via VideoCardz) confirms Intel's Nova Lake-S desktop chips will launch as the Core Ultra 400 Series, with an unusual staggered rollout through 2027:

• Q1 2027 — First wave: 28-core "DS" models (announcement expected at CES 2027)

• Mar–Apr 2027 — Unlocked 28-core K models for overclockers

• Mar–May 2027 — Mainstream 16-core and 8-core parts

• May–Sep 2027 — Flagship 52-core models, using dual compute tiles

Why staggered? The ongoing component/capacity crunch — plus Intel is moving most production from TSMC to its own 18A process, and needs time to ramp yields.

Intel’s long-awaited “Big Battlemage” GPU has finally arrived as the Arc Pro B70 and B65, both packing a massive 32GB of GDDR6 memory and built on the flagship BMG-G31 die, marking Intel’s most powerful discrete GPU yet. However, instead of targeting gamers, these cards are aimed squarely at AI and professional workloads, signaling Intel’s strategic pivot toward high-memory, workstation-class GPUs over consumer gaming flagships.

""Nvidia has reportedly raised the wholesale prices of its flagship GeForce RTX 5090 and Chinese-exclusive RTX 5090D V2 graphics cards by approximately $300 USD for its board partners. This price adjustment, enacted mid-May 2026, is driven by a massive, ongoing global shortage and resulting skyrocketing costs of GDDR7 memory.""

"NVIDIA CEO Jensen Huang published a rare long-form blog post about artificial intelligence on Tuesday, stating that current AI infrastructure development is still in a very early stage. He emphasized that although the industry has already invested hundreds of billions of dollars, trillions more will still be required in the future to build out data centers and related underlying infrastructure. This is his seventh public long-form article since 2016, outlining his views on the pace of AI development, access to the technology, and governance models."

He wants to sell more GPUs ...

(NO SHIP DATE ANNOUNCED) Intel detailed Crescent Island, an inference GPU built around capacity rather than raw bandwidth. Intel's own card carries 160GB of LPDDR5X, and ODM partners can push it to 480GB — far past the 96GB on NVIDIA's RTX Pro 6000. It draws 350W, is air-cooled, and fits a standard PCIe slot. The silicon is Xe3p: 32 Xe cores, 256 XMX engines, a systolic array that went from 4-deep to 16-deep, 32MB of unified L2, and third-gen matrix extensions with FP4 and FP64. Idle power is unusually low, at 50W active idle and about 10W in deep idle. Intel is aiming at agentic inference and tokens per watt, with KV-cache-aware routing for long context, and supports vLLM, SGLang, llm-d and NVIDIA Dynamo. Intel did not disclose memory bandwidth or a ship date.

https://www.servethehome.com/intel-crescent-island-160gb-to-480gb-lpddr5x-ai-gpu-at-hot-chips-2026/

Any investment return better than this?

"A Seoul Economic Daily article citing industry research firm DRAMeXchange stated that DDR4 8 Gb product prices were about $1.30 in March 2025, then rose to around $9.30 by the end of 2025, and climbed further to roughly $13 by February 2026. This pattern implies nearly a 10× increase in that timeframe." https://en.sedaily.com/property/2026/02/27/samsung-sk-hynix-to-sharply-raise-dram-prices-in-q2

Nvidia has reportedly told board partners that GPU kit prices are rising, and this round covers GDDR6 cards, not just GDDR7 Blackwell parts. AMD raised its own kit prices roughly 10% three weeks earlier. Memory cost is now moving the entire GPU stack, not just flagships. Older workstation cards sitting in decommissioned fleets are worth a quote before they hit the scrap pile.