Omdia: Memory > DRAM industry revenue is forecast to reach $372 billion in 2026, representing a staggering 147% year over year growth, while NAND revenue is projected to hit a record $300 billion, up 311% year over year. > Memory accounts for approximately 10-15% of total hyperscaler capex, but when factoring in higher DDR pricing and HMB4 driven density expansion, memory spending alone could explain roughly 15-25%. > Average DRAM content per server box is projected to grow from 1,032GB in 2025 to 1,432GB in 2026, a 39% year over year increase driven by AI inference workloads that demand exponentially more memory. > The DRAM fulfillment ratio has remained below 1.0x throughout 2025 and is projected to stay below 1.0x across all four quarters of 2026. > HBM's share of industry DRAM output is rising from 12% in 2025 to 15% in 2026, with bit growth of 103% year over year. > NAND price increases are projected to continue throughout 2026, with prices not expected to decline at any point during the year. $SNDK $SKHY $MU $DRAM $DISK $EWY

Omni 1.1 Flash is now in Google Flow, giving you even more creative control over your vision. Here’s what’s new: Introducing end frames to Omni 1.1 Flash on desktop: Direct how your video begins, and now ends, helping keep your characters and narrative consistent as you thoughtfully transition between frames. Experiment in 360p: Quickly explore new visual directions in 360p while using fewer credits. This is great for drafting on the go, right from the Google Flow mobile app. Export in 1080p and 4K: Upscale your 720p generations for a crisp, cinematic finish on final clips. Try the new updates at or download the mobile app available on Android.

Gemini Omni Flash is exceptional at motion design generation, and almost nobody has noticed it edits motion design videos just as well. We fed it one of our older videos and asked it to re-edit.