UBS sees global DRAM capacity climbing 147% to 89 exabytes by 2030, up from 36 exabytes today. $MU is forecast to double capacity to 26 exabytes, Samsung hits 31, SK Hynix reaches 22, and CXMT lands at 10.
Even with that expansion, the industry only covers about one-third of what unconstrained agentic AI would actually need — roughly 282 exabytes by 2030. AI CPUs already demand three times the memory of traditional processors, and that gap isn't closing quickly.
The real question isn't whether...
The First image is from my $ICP Video
which i had shared on Sept 28th,
The Second image is our latest charts - 3rd Nov.
As you can see $ICP is getting
Closer to our Target zone,
And i am confident that within 1-2 months we will hit our Target zone, But it looks like there will be a short term pump, Before it goes down further.
Unfortunately, like many of my other videos, this one didn't even cross 1,000 views.
Because let's be honest, platforms and viewers tend to prefer moonboy content over r...
Oil just repriced a war headline traders thought was cooling. The Wall Street Journal, citing US officials, reports the US struck Iran's Qeshm Island on Monday, the largest island in the Strait of Hormuz, in the latest of a series of limited strikes carried out in recent weeks and kept quiet so as not to signal a return to major combat operations.
Iranian state media reported five explosions in rapid succession on the island. US officials described the strikes as defensive, aimed at stopping Ir...