Memory Chips Aren't the Only New AI Bottleneck Fueling Stock Gains
The next wave of the AI trade involves more than memory stocks. Optics tech stocks have surged in 2026. Here's what you need to know.
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AI Infrastructure and Tech Investments
Business and technology coverage highlighting AI bottlenecks, major corporate bets on AI firms such as Anthropic, and related market movements in chips and data centers.
4 stories · 4 sources tracked by AFBytes in Tech
Salesforce CEO Marc Benioff Goes All-In on 'Awesome' Anthropic With $300 Million Spend, Hails Coding Agen
Salesforce CEO Marc Benioff said he plans to invest about $300 million in Anthropic's AI this year for coding, calling the company a fast-rising
Memory Chip ETF Hits $10 Billion on AI Demand
The Roundhill Memory ETF tracking memory chip makers reached $10 billion in assets at a record pace. Strong demand for high-bandwidth memory used in AI training is cited as the main driver.
OpenAI Plans ChatGPT Bank Account Access Feature
OpenAI plans to let users grant ChatGPT direct access to bank accounts for financial tasks. The feature aims to expand the chatbot's utility in personal money management.