Crypto News: In a report released on Thursday, JPMorgan analysts indicated that the memory shortage is driven by explosive demand for AI factory infrastructure. They believe that memory's role as a strategic asset in artificial general intelligence (AGI) remains unchanged. There is currently little sign of demand destruction or memory content optimization that could alleviate the supply-demand imbalance.

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PerpPessimist
· 5h ago
In the AGI era, memory is like oil. JPMorgan's judgment is quite accurate.
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PleaseReadTheWhitepaperFirst.
· 6h ago
On the demand side, there is no ceiling in sight, and HBM production ramping is slow. This round of shortage is likely a protracted battle.
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OpcodePoet
· 6h ago
Memory optimization? The larger the AI model, the more VRAM it eats. Optimization is pointless.
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