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Odd Lots — Ray Wang on How AI Is Causing DRAM Prices to Surge
Not scored yet45m·2026-02-16·Money

Ray Wang on How AI Is Causing DRAM Prices to Surge

Odd Lots

For years, DRAM -- or Dynamic Random Access Memory -- was kind of a sleepy, commoditized aspect of chip industry. Growth was steady, but modest, and prices just generally drifted lower. Suddenly all that's changed. AI has created voracious demand for DRAM and consumer facing companies are being forced to either…

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