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LittleFishFlyToTheS

2026-04-30 08:54:09

If AI reasoning truly becomes the infrastructure permeating all industries within 5-10 years, the demand curve for HBM will be steeper than that for GPUs.

In other words, storage will grow longer-term and even larger than GPUs.
"NVIDIA's market share drops significantly, where are the opportunities in the new stage of the AI revolution?"

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