Shay Boloor(@StockSavvyShay):$MU says each wave of AI is driving massive memory demand with ~4x more HBM per GPU for training, 30x annual context growth for agents and over 10x more DRAM in robotaxis. AI is creating an entirely new level of demand across HBM, DRAM and storage as each wave builds on the last rather than replacing it.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.21 14:19

$MU says each wave of AI is driving massive memory demand with ~4x more HBM per GPU for training, 30x annual context growth for agents and over 10x more DRAM in robotaxis. AI is creating an entirely new level of demand across HBM, DRAM and storage as each wave builds on the last rather than replacing it.