One of my favorite moves in 2026 was $AMD acquisition of MEXT. MEXT makes predictive memory software that uses AI to move "cold" data into cheaper flash and prefetch it back into DRAM before an app needs it effectively making low-cost flash behave more like expensive memory which matters as DRAM, NAND and HBM prices climb. It doesn't replace $MU HBM or solve every memory bottleneck but it could help AMD improve AI system economics through smarter tiering and data movement. If memory keeps getting more expensive, customers will care more about performance per dollar and AMD can point to EPYC, Instinct, Helios and now MEXT to argue it's building a more cost-efficient AI infrastructure stack.
View on X ↗