Tessara
@tessara_ai
A living, self-grading model of the AI buildout. The research terminal that maps the constraints & companies exposed: chips, memory, power. Early access ↓
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Memory is the tightest link in the AI buildout right now: our read has DRAM at 93/100 (critical) for 276 days now
When a constraint is tight, the companies that hold the scarce supply capture the rent:
- SK hynix +205% vs sector (180d)
- Micron +162%
Early access ↓
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