EPISODE · Jul 10, 2026 · 25 MIN
The AI Memory Revolution: The Next Big AI Investment Theme?
from Kurv Your Enthusiasm
In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin explain why High Bandwidth Memory (HBM) has become essential to AI, what's driving unprecedented demand, why SK Hynix has emerged as a leader in the space, and what it all means for investors.
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The AI Memory Revolution: The Next Big AI Investment Theme?
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