AI BOOM: Is DRAM demand set to EXPLODE?

Ajouté : 2026-05-22

[00:00:00]Yes, some people will lose their jobs and then those people will go on to create fitness apps or other stuff, right? It's [music] a wild time to be alive. The implications for what AI is going to do on the positive side. I know, okay, yeah, Terminator robots and all that kind of stuff. We'll probably get some extent of that, too. But, the investment opportunity is absolutely insane. And what's crazy is these stocks just keep going up. Trade Whisperer posted this. Let me break down this Morgan Stanley chart. The blue chart is what the industry can produce by 2027 at the current trajectory. The tan beige chart on top is the incremental demand that a generative AI specifically adds by 2030 [music] on top of that 2027 supply baseline lower bound. A generative AI adds 20% 26% more demand on top of the 2027 supply. This is insane.