The transition from speculative AI positioning to operational deployment necessitates a defensive rotation into infrastructure bottlenecks rather than application-layer beneficiaries. Current capital flows into hyperscale AI infrastructure ignore the deteriorating correlation between compute capacity expansion and memory availability, creating a structural supply-demand imbalance lasting 2-3 years.
Memory chip shortage represents the critical constraint in the trillion-dollar AI capex cycle, wi...
Memory chip shortage represents the critical constraint in the trillion-dollar AI capex cycle, wi...
Alpha Clusters
Memory Scarcity Monetization
Memory chip shortage creates industry-wide margin compression lasting 2-3 years, with Micron positioned to monetize HBM transition while AMD's MI450/Helios platform launch targets data center AI inflection during supply constraints.
...and 2 more Alpha Clusters
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