AI Command: Business Intelligence on Instagram: "AI is devouring the memory market. Today’s AI systems don’t run on GPUs alone - they depend on enormous pools of ultra-fast memory, especially HBM (High Bandwidth Memory). Data centers are snapping it up in massive volumes, often paying whatever it takes, because AI performance scales directly with memory bandwidth and capacity. Naturally, manufacturers chase the highest returns. That means focusing on HBM and enterprise-grade memory, where margin
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