JPMorgan’s analysis this time is pretty solid. In the AI infrastructure boom, memory is hard currency. In the AGI era, whoever has hoarded more will have the louder voice.

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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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