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AMD and IBM's CEO doesn't see an AI bubble, just $8 trillion in data centers

Lisa Su shrugs off the bubble talk while signing a deal with OpenAI
Editor's take: Normal people are now shelling out hundreds of dollars for modest RAM upgrades, while the companies powering the AI boom are looking forward to even more market hysteria. And despite record spending, spiraling hardware costs, and mounting skepticism from analysts, the CEOs of IBM and AMD insist there is no AI bubble – or at least not one that threatens their business.
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Blockbuster merger: Netflix acquires Warner Bros. for $82.7 billion

TL;DR: Netflix has agreed to purchase Warner Bros. as part of a colossal deal valued at $82.7 billion. The purchase, which includes HBO and HBO Max, works out to $27.75 per share of Warner Bros. Discovery – a modest premium over the $24.57 the stock closed at on Thursday afternoon. The deal isn't expected to close until late next year – that is, if regulators don't step in first.
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AMD to slightly raise Radeon GPU prices, but Ryzen CPUs remain safe for now

Expect a $10 per 8GB VRAM bump, with another hike possibly coming next month
Winners & losers: Memory price hikes stemming from the AI craze have triggered domino effects across the tech industry: pushing up hardware costs, restricting availability, and even reshaping business strategies. New reports confirm earlier concerns that graphics cards will become more expensive in 2026 – even if slightly for now – though CPUs appear unaffected.
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