OpenAI and Anthropic Absorb Memory Supply — PC Builders Pay the Difference
RAM shortage: RAM prices have spiked by multiples as AI data centers absorb global memory supply, leaving PC buyers and smaller cloud firms squeezed out of the
Alexey Bondarev is a senior writer at Fathom, focused on enterprise AI. His beat is deployment: what companies actually buy, what they do with it once bought, and the distance between a signed contract and a working system. He covers automation and agents in the workplace, procurement and vendor competition, the pilots that quietly do not become rollouts, and the internal resistance and retraining that adoption involves. He is interested in the operational detail others skip, on the view that enterprise software is judged on integration and support rather than on capability, and that the most informative number in any enterprise AI story is how many seats are in genuine daily use. He also holds an editor role at Fathom and reviews copy before publication.
RAM shortage: RAM prices have spiked by multiples as AI data centers absorb global memory supply, leaving PC buyers and smaller cloud firms squeezed out of the
Material Disclosure: Coinbase filed a Form 8-K with the SEC on July 23, disclosing a material event. Here is what the primary filing reveals and why it matters
DeepSeek funding pause: DeepSeek has told prospective investors it is pausing its second fundraising round, a stunning reversal for the Chinese AI startup that
Months Old: Prentis, an AI research lab focused on computer-use models and co-founded by Reid Hoffman and Marc Pincus, is in talks to raise $100M at a $1B…
Chainlink CCIP: Chainlink's Q2 2026 review shows over $7 billion in cross-chain token value moved via CCIP, signaling a structural shift in how institutions mov
Anthropic launched Claude Opus 5 on July 24, 2026, a powerful new AI model priced at half the cost of its predecessor and available across major platforms.
AMD and Anthropic: AMD plans to invest up to $5 billion in Anthropic and supply chips across a 2-gigawatt deal worth tens of billions, reshaping the AI compute
Trade Secrets Lawsuit: Apple has sued OpenAI for trade secret theft, alleging a former hardware engineer passed confidential device designs to the AI company.
NEAR Protocol activated quantum-safe signing on its mainnet via upgrade 2.13, using the NIST-approved ML-DSA scheme to protect wallets from future quantum.
Defense Against the AI: Zero-knowledge proofs, a core cryptographic tool, are gaining traction as the primary defense against autonomous AI agents that cannot b