POPA Recon📰AI investment momentum and narrative reorganization
📰AI investment momentum and narrative reorganization 1. The winner of the first round of AI is a bottleneck - GPU, HBM, Foundry, Power that made money before chatbots, apps, and demos - Bottlenecks are more important than cool services at the start of the technological revolution - The essence of the AI market is physical infrastructure. The market is reflected in the price by CAPEX, ordering, shortage, and price increase 2. Memory continues to be on the throne - As GPUs increase, HBM is needed, and as inference grows, so does KV cache, bandwidth, and server DRAM demand - Not only HBM, but a…
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