$NVDA just nuked the 'memory is cyclical' thesis
Their memory spend for ONE quarter just jumped 150%. Not a bump. A structural shift.
This isn't about gaming GPUs anymore. This is AI infrastructure eating the world.
Every hyperscaler, every AI lab, every enterprise trying to stay relevant—they're all fighting for the same limited supply of HBM.
Memory suppliers ($MU, $SKH) are about to print. Not because of a cycle. Because demand just went parabolic and supply can't keep up.
If you're not positioned in the picks-and-shovels of AI infra, you're missing the biggest wealth transfer in tech history.
Their memory spend for ONE quarter just jumped 150%. Not a bump. A structural shift.
This isn't about gaming GPUs anymore. This is AI infrastructure eating the world.
Every hyperscaler, every AI lab, every enterprise trying to stay relevant—they're all fighting for the same limited supply of HBM.
Memory suppliers ($MU, $SKH) are about to print. Not because of a cycle. Because demand just went parabolic and supply can't keep up.
If you're not positioned in the picks-and-shovels of AI infra, you're missing the biggest wealth transfer in tech history.