Austin and Vik break down the current memory crisis, where AI demand is driving unprecedented profits for memory makers like Micron, while simultaneously causing inflation and price hikes for consumer electronics. They discuss how even premium brands like Apple are struggling to secure supply, leading them to controversial suppliers. The hosts also explore the long-term implications of AI's insatiable memory appetite and its impact on both data center and consumer markets.
Chapters: 0:00 Memory crisis hits 1:20 AI impacting consumers 3:00 AI causing inflation 6:48 Consumer demand drop? 8:49 AI demand inelastic 10:56 Long-term memory outlook 11:02 GoPro's memory woes 12:24 Apple's pricing power 18:20 Apple seeks CXMT DRAM 21:38 Shrinkflation for phones 23:16 Korea's memory investment 26:10 Micron's killing profits 33:00 Why AI needs so much DRAM 40:27 Future of AI training 44:34 Cost-optimizing inference
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Vikram Sekar and Austin Lyons. Innehållet i podden är skapat av Vikram Sekar and Austin Lyons och inte av,
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