Memory shortages tied to Nvidia’s next wave of AI hardware are expected to intensify through 2027 and into 2028, as major cloud service providers continue to secure long-term supply for data-center buildouts, according to supply-chain sources. The pressure is already rippling through DRAM and NAND markets, with OEMs and module makers warning of tighter availability and weaker room for additional orders.

OpenAI is in advanced talks to lease a planned 10-gigawatt data center campus on federal land in Ohio, in what would be the company’s largest infrastructure commitment to date, The Information reported, citing people familiar with the negotiations. The deal — developed by SoftBank’s SB Energy on land owned by the US Department of Energy, with Nvidia weighing a role as credit guarantor — would crystallize a year-long shift in OpenAI’s strategy: away from owning massive computing assets, and toward leasing them.

ByteDance’s enterprise technology arm took a direct shot at Anthropic and OpenAI’s coding tools at SuperAI Singapore 2026 on Wednesday, with Kan Yang, head of solutions at BytePlus, naming Claude Code and Codex as competitors to ByteDance’s own agentic engineering product, Trae.

The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was the sharpest argument to emerge from the opening keynote of SuperAI Singapore 2026 on Wednesday, where entrepreneur and former Coinbase chief technology officer Balaji Srinivasan laid out a case for why the software industry may have no choice but to decentralize.