Baker predicts high bandwidth memory manufacturers will be 2025's best asset
Gavin Baker · 2025 Predictions: Tech, Business, Media, Politics! · Jan 4, 2025 · at 1:14:09
Gavin Baker, Managing Partner at Atreides Management, nominates high bandwidth memory manufacturers as his top asset pick for 2025 on The All-In Podcast.
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“I think the companies that make high bandwidth memory, going back to, we're gonna run out of compute. It's actually a pretty shocking stat. High bandwidth memory is a bigger part of Nvidia's cogs on GPUs than Taiwan Semi is. And today there's two companies that can make it, Hynix and Micron. We'll see if Samsung gets their act together. But HBM memory, it's an NVIDIA GPUs, AMD GPUs, Amazon Terraniums. And particularly in a world of test time compute and inference being so important, how I've been with memory is arguably more important than it ever was. And it's been it's been sold out for the last two years. So how I've been with memory would be my pick.”
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