AI is changing more than software. It's reshaping the economics, engineering and politics of computing.
On Hashtag Trending for Friday, June 26, 2026, Jim Love examines why Micron believes memory prices could remain historically high for years—not because of manufacturing costs, supply chain problems or raw materials, but because AI demand is so strong that memory makers can focus on their highest-margin products. That profitability could eventually encourage new Chinese competitors, much as export restrictions helped create a new generation of Chinese AI chip companies.
IBM follows yesterday's quantum announcement with another bid for technology leadership, unveiling the world's first sub-1 nanometre NanoStack transistor architecture. The breakthrough promises major gains in performance and energy efficiency, although commercial chips remain about five years away.
Google is also pushing AI into a new phase with Gemini Computer Use, allowing AI agents to operate software on your behalf. But once AI can log into systems, click buttons and make decisions, the bigger questions become identity, authentication, permissions and governance.
Finally, the growing backlash against AI data centres continues to intensify. An Oklahoma farmer's arrest at a public meeting, election defeats for Utah politicians who backed a major data-centre project, developers scaling back billion-dollar plans, and even Polaroid joining the protest movement all point to one conclusion: the debate over AI infrastructure is getting hotter.
In this episode:
00:00 Introduction
00:33 AI Demand Keeps Memory Prices High
02:56 IBM's NanoStack Chip Breakthrough
04:53 Google's Computer Use AI Agents
06:14 Securing AI Digital Workers
08:26 Data Center Backlash Intensifies
12:51 Wrap-up
If you enjoy clear, fact-based coverage of AI, semiconductors, cybersecurity and enterprise technology, subscribe and turn on notifications so you never miss an episode.
Keywords:
AI, artificial intelligence, Micron, memory chips, DRAM, HBM, semiconductor industry, IBM, NanoStack, sub-1 nanometre chip, nanometer chip, quantum computing, Google Gemini, Gemini Computer Use, AI agents, enterprise AI, digital workers, authentication, cybersecurity, Nvidia, China semiconductors, AI infrastructure, data centres, Kevin O'Leary, Polaroid, Hashtag Trending, Jim Love, tech news