Elon Musk pointed out a bottleneck in the AI market that is hard to ignore: memory. He mentioned supply is only growing around 20% annually, while AI-driven demand is running at 200%+. That kind of imbalance could keep pressure on HBM and DRAM capacity for years. $SpaceX(SPCX)$ , as one of the biggest incremental buyers of AI compute, is only accelerating this trend. Companies with pricing power like $Micron Technology(MU)$ , $SK hynix(SKHY)$ and Samsung might be the ones that benefit from the memory squeeze. AI is not just a GPU story anymore. The next battle could be about who controls the memory supply.
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