# Kioxia

#SummerCreationCamp
Everyone Is Watching Nvidia. I'm Watching These Three Companies Instead.
Ask most investors what company represents the AI revolution, and you'll probably hear one answer.
Nvidia.
But next week, I think the companies that could tell us more about AI's future aren't GPU makers—they're memory makers.
SK Hynix, Samsung Electronics, and Kioxia are about to release earnings, and I believe their guidance may reveal something the market has been debating for months:
Is the AI boom still accelerating, or is it starting to mature?
That's a much bigger question than whether one comp