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The Next Big Thing
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Dylan Patel on the infrastructure powering the AI revolution | The Next Big Thing
Dylan PatelChristopher Gannatti
Memory has flipped from AI’s biggest loser to its biggest winner, with capacity growing 20-30% annually while demand doubles for the next three years.Prices are already up 4x, with another 2x, 3x possible before margins reach 85-90% and eventually cycle back toward the 70s or lower.