Memory Vendor

topic on 1 show · 1 statements across 1 episodes

the a16z Podcast

1 statements about Memory Vendor, every show

a16z Assertion Contradicted
Raghuram: Current AI memory demand requires three years of manufacturing capacity
“So the flagship conference for the industries, the one called Hot Chips, is going on in Stanford, and the leading memory ranger said the demand they have today will take them three years of capacity to supply. [588] Raghu Raghuram: It's just today. [589] Raghu…”
Raghu Raghuram Aug 28, 2026 ▶ 9:29 Why Top Founders Are Racing Into AI Infrastructure

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