Every time an AI agent takes a step forward, a CPU goes off in search of memory.
Amin Vahdat, who leads Google’s AI infrastructure, puts it plainly: it might first check the DRAM nearby, then the DRAM attached to another CPU; if that doesn’t work, it’ll look through SSDs, and ultimately may even end up on HDDs.
Following that logic, storage-focused stocks like $MU are definitely worth watching. $SNDK and $STX are in the same space, and several storage-related stocks have been strengthening in tandem lately.
Amin Vahdat, who leads Google’s AI infrastructure, puts it plainly: it might first check the DRAM nearby, then the DRAM attached to another CPU; if that doesn’t work, it’ll look through SSDs, and ultimately may even end up on HDDs.
Following that logic, storage-focused stocks like $MU are definitely worth watching. $SNDK and $STX are in the same space, and several storage-related stocks have been strengthening in tandem lately.
