Memory: Market Rates and Model Weights

from Paul, Weiss Waking Up With AI · host Paul, Weiss

In this episode Katherine Forrest and Scott Caravello take us down “memory lane” to explain the importance of high bandwidth memory (HBM) and RAM to AI development. Our hosts also give us a rundown of potential challenges ahead, unpacking developments in the market for memory, including plans for additional capacity and lobster-style RAM pricing. ## Learn More About Paul, Weiss’s Artificial Intelligence practice: https://www.paulweiss.com/industries/artificial-intelligence

Episode metadata supplied by the publisher feed · Published Feb 5, 2026

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Memory: Market Rates and Model Weights

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