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Forget the chips, buy memory: Why AI money is moving to storage

While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in the hardware sector. The compute trade, which represents betting on the ...
Forbes

Nvidia CES AI Announcements Will Continue Memory And Storage Shortages

Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 At the 2026 CES, Nvidia CEO Jensen Huang announced ...