Artificial intelligence
fromFortune
6 hours agoThe AI gold rush is real - but great companies don't need to mine it | Fortune
AI dominates investment conversations, but not all successful companies need to be AI-focused.
Citi's concern is mainstream DDR5 16GB DRAM prices have fallen 6% since Micron's earnings report, driven by fears that TurboQuant, an algorithm-based memory compression technology, will structurally reduce memory demand. Citi isn't buying it.