00 โ€” Featured Media

Watch, Listen & Explore

YouTube Video

DRAM is the New Gold

Podcast

Listen on Spotify

Presentation

GPU, HBM, DDR4/DDR5 Slides (PDF)

01 โ€” Analysis

The Situation: AI-Driven Memory Shortage

Research

AI-Induced Memory Deficit: Market Analysis & Outlook

Comprehensive analysis of the prerequisites, market dynamics, and future perspectives of the global DRAM shortage driven by artificial intelligence infrastructure demand.

9 AIs x 7 languages x 67 pages
Mobile-friendly version

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Investment perspectives on DRAM and memory markets.

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CNN, Reuters, Bloomberg, The Verge, Tom's Hardware

Further Reading: Curated articles

on GPU shortages, HBM demand, and semiconductor geopolitics.

Browse Collection
Our Social Accs

Further Discussions

join the thread, share your opinion

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02 โ€” Interactive

Discuss This Topic with AI in Your Language

AI

Deutsch

Discuss the memory shortage in German with Google Gemini.

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AI

ะ ัƒััะบะธะน

Explore the topic in Russian with NotebookLM.

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AI

English

Deep dive in English with Claude and Grok.

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AI

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Explore in Simplified Chinese with ChatGPT.

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AI

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Explore in Korean with Qwen.

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03 โ€” Foundation

Essential Reading for Deeper Context

2023

Chip War: The Fight for the World's Most Critical Technology

by Chris Miller โ€” The definitive account of the semiconductor industry and its geopolitical implications.

Buy on Amazon
2023

The Power Law: Venture Capital and the Making of the New Future

by Sebastian Mallaby โ€” How venture capital shapes the technology landscape.

Buy on Amazon
2021

Wireless Wars: China's Dangerous Domination of 5G

by Jonathan Pelson โ€” Understanding the infrastructure competition.

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2021

AI Superpowers: China, Silicon Valley, and the New World Order

by Kai-Fu Lee โ€” The AI competition between superpowers.

Buy on Amazon
2013

The Idea Factory: Bell Labs and the Great Age of American Innovation

by Jon Gertner โ€” The history of semiconductor innovation.

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04 โ€” Hardware

Brands & Devices to Watch

UK

Gaming PCs

High-performance gaming systems with the latest memory configurations.

Desktop Mobile
Curated

AI Mini & Workstations

Compact AI-ready systems and professional workstations for inference and training.

Desktop Mobile Desktop Mobile