Jul. 2 at 6:13 PM
On a day where semis and Neoclouds
$CRWV $APLD $NBIS $SHAZ continued their sell off, we are back into the semiconductors space.
This time we tackle a major issue faced by the AI buildout: Memory.
We cover a new investment into a company that is innovating a proprietary way to design chips, one that puts memory at the forefront, significantly optimizing workloads that will be integral in the inference era of compute.
https://kryptonresearch.substack.com/p/the-next-semiconductor-giant
