Let me explain what I mean: The CPU bull case is also a memory bull case. NVIDIA’s Vera CPU uses LPDDR5X, the low-power DRAM family originally built for smartphones. Sounds harmless until you size it out.. A premium phone might carry ~16GB of LPDDR. A single Vera CPU can carry up to 1.5TB. At rack scale, NVIDIA is effectively pulling phone memory into AI infrastructure. That is the non-consensus risk. DRAM is already in one of its tightest markets in years. DDR5, HBM, and LPDDR5X are all tightening at once. The old hierarchy where HBM was scarce and conventional DRAM was abundant is breaking down. The obvious beneficiaries are Samsung, SK Hynix, and Micron. But $MU has one of the cleanest Vera-specific reads through SOCAMM2 modules for Vera Rubin systems. More CPUs = more memory. T
在 X 查看 ↗