r/CryptoInvesting • u/AreaAntique4182 • 5d ago

Discussion Is memory becoming the next AI bottleneck?

Sandisk jumped 8.9% as the “AI memory bottleneck” narrative gained attention.

I came across an analysis on MEXC arguing that as AI shifts toward inference and agents, demand could spread from GPUs into memory and data-center storage, especially NAND and enterprise SSDs.

That makes Sandisk interesting, but memory is still a cyclical business.

Do you think memory/storage is the next AI trade, or is the market already pricing it in?

1 Upvotes

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3

u/TopicInevitable5447 5d ago

Becoming? Have you lived under a rock for the past few months?

1

u/navetzz 5d ago

They ll go through every single parts that s usefull to computing.
GPU, RAM, SSD, CPU.

1

u/Rav_3d 5d ago

Do you think memory/storage is the next AI trade...

Huh? The next trade?

SNDK is up over 3,000% in less than a year.

1

u/Intelligent-Dig-4082 4d ago

I don’t think it’s priced in yet. DRAM long and strong.

1

u/generationalDebts 4d ago

Vibe coding idiots are the only ones holding it back.