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$BTC $GT
Whoever owns the memory owns artificial intelligence
•Nvidia urgently needs HBM4 memory for upcoming AI processors.
•To the extent that they asked Samsung to supply the memory even before completing all quality tests.
•The reason? A fierce race with other companies like AMD and Google, and any delay means lost time and market share.
Why is this a big deal?
•In the past: Samsung was trying to prove to NVIDIA that their memory was good.
•Today: NVIDIA says “Give me the memory now.”
What has changed?
•AI processors cannot operate without HBM.
•Whoever owns the memory = owns the keys to artificial intelligence.
•Samsung and SK Hynix have become the bottleneck in the entire industry...
#WhenWillBTCRebound?