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ArthurYoung
ArthurYoung
April 9, 2026

Dell CEO warns AI accelerator memory demand will surge 625x by 2028 versus 2023, driven by a 25-fold increase in per-unit capacity (to 2TB) and a 25-fold expansion in deployment scale. This creates unprecedented strain on the semiconductor supply chain. With new memory chip fab construction taking ~4 years and cautious industry expansion, shortages are expected to persist until 2028.

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Author KeithNelson KeithNelson September 20, 2026
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Author MarkWilson MarkWilson September 20, 2026
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Author DanielPerez DanielPerez September 20, 2026
Bilibili launched AI Infinite Arena, a real-world model competition. GPT-6Astra ranked first in initial tests by UPs, followed by GLM-5.3. Over 100 models including DeepSeek and ChatGPT compete across dynamic topics like coding and reasoning without fixed metrics. Rankings update in real time as creators submit challenges, highlighting strong performance by domestic models against global giants
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Author BillyGarcía BillyGarcía September 20, 2026
Bilibili launched AI Infinite Arena, a user-driven large model evaluation platform. GPT-6 Astra ranked first, beating GLM-5.3, with three domestic models in the top five. The platform features real-world tests by UP masters across diverse topics like coding and reasoning, updating rankings in real time. It includes major models such as DeepSeek, Kimi, and ChatGPT. Bilibili reports a 72% year-over-year increase in AI content consumption, with over 190 million monthly users engaging with AI-related videos, fostering a comprehensive ecosystem for evaluation and discussion.
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Author KevinScott KevinScott September 20, 2026
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