Many friends may have recently seen the rabbit constantly updating my gold buying diary. Gold has been trending upward recently, but do you know there's another thing that's also surging?
Yes, that's memory. The rabbit believes that with the advent of the AI era, memory will become very expensive. All AI trading relies on three core factors: more GPUs, larger models, and faster inference. However, every industry has its pain points, and AI is no exception. Only by solving industry pain points can we find the gold in the AI industry. What are the pain points in the AI industry? Data explosion—videos, images, intelligent agents, and more are constantly generating data. This data must be stored, retained, accessed, and reused to realize value applications. This process also produces a large amount of invalid data that cannot be deleted and will be useful later during analysis. So, seeing this, everyone will understand the value of memory in the AI era. For those who see this, some may have already sniffed out the opportunity for wealth. Yes, behind the hot AI trend, the foundation infrastructure is indispensable. I see many people investing in AI robots, but these risks are significant. With so many companies, you can't predict in advance which will stand out. Most early AI-related companies are likely to become stepping stones for the revolution. But just like selling shovels during the gold rush, selling shovels needed by gold prospectors carries the lowest risk. And we, then
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Many friends may have recently seen the rabbit constantly updating my gold buying diary. Gold has been trending upward recently, but do you know there's another thing that's also surging?
Yes, that's memory.
The rabbit believes that with the advent of the AI era, memory will become very expensive.
All AI trading relies on three core factors: more GPUs, larger models, and faster inference.
However, every industry has its pain points, and AI is no exception. Only by solving industry pain points can we find the gold in the AI industry.
What are the pain points in the AI industry?
Data explosion—videos, images, intelligent agents, and more are constantly generating data. This data must be stored, retained, accessed, and reused to realize value applications.
This process also produces a large amount of invalid data that cannot be deleted and will be useful later during analysis.
So, seeing this, everyone will understand the value of memory in the AI era.
For those who see this, some may have already sniffed out the opportunity for wealth.
Yes, behind the hot AI trend, the foundation infrastructure is indispensable.
I see many people investing in AI robots, but these risks are significant. With so many companies, you can't predict in advance which will stand out. Most early AI-related companies are likely to become stepping stones for the revolution.
But just like selling shovels during the gold rush, selling shovels needed by gold prospectors carries the lowest risk.
And we, then