Space Budget Won’t 10x - Why Would SpaceX? Memory Semis Are Moving | Martin Shkreli Debates 2

Memory (specifically HBM - High Bandwidth Memory) has become a critical bottleneck in AI infrastructure, creating significant investment opportunities in memory companies like Micron, while also presenting challenges for those who previously dismissed memory as a commodity business. The high bandwidth requirements of AI models, combined with energy constraints, are driving innovation in memory technology and creating a competitive landscape where established players like Micron, Samsung, and SK Hynix dominate, but new entrants like Cerebras are developing alternative approaches using SRAM to avoid HBM dependency.