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memory

4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement May 15, 2026 by Jaimin Rangwalla · across every show →

Everything said about memory, oldest first

May 15, 2026 bullish
Prediction Not checkable as stated
Rangwalla: Rise of AI agents is driving massive CPU and memory demand
“And so I think that that is just creating a massive need for more CPUs and more memory. And we're seeing that we're actually just at the beginning of that. I think agents is really what is driving that.”
Jaimin Rangwalla May 15, 2026 ▶ 28:28 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
May 15, 2026 neutral
Insight
Rangwalla: AI buildout is hindered by unprecedented simultaneous bottlenecks across sectors
“I mean, it's, I've never seen so many bottlenecks at the same time, and I think that is what makes it so hard, because if it's just one vertical slice that's the bottleneck, you can say, okay, well, if they put enough dollars in, they'll be able to solve the b…”
Jaimin Rangwalla May 15, 2026 ▶ 41:57 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
May 15, 2026 bullish
Assertion Supported
Rangwalla: Memory supply agreements feature guaranteed commitments through 2029–2030
“And now, you know, in the case of memory, for example, you're now hearing Supply agreements, like, guaranteed commitments through 29, twenty-thirty.”
Jaimin Rangwalla May 15, 2026 ▶ 6:26 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
Jul 24, 2026 bullish
Prediction Not checkable as stated
Tony Kim: Memory primacy will surpass pure compute in upcoming AI architectures
“Today we're all talking about compute, compute, compute. I think the primacy of memory will become even more important.”
Tony Kim Jul 24, 2026 ▶ 14:18 BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
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