P Equity Research 📰(@pequityresearch):KB Securities: the spread of Al agents should structurally increase memory usage across Al data centers-from CPUs and GPUs to HBM, DDR5, and eSSD-as they require far more frequent and sustained inference workloads than conventional generative Al. $AMD $INTC $NVDA $MU $SNDK

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P Equity Research 📰@pequityresearch

2026.09.23 17:07

KB Securities: the spread of Al agents should structurally increase memory usage across Al data centers-from CPUs and GPUs to HBM, DDR5, and eSSD-as they require far more frequent and sustained inference workloads than conventional generative Al. $AMD $INTC $NVDA $MU $SNDK