EPISODE · Apr 24, 2026 · 20 MIN
The Rise of Agentic AI - a Deep Dive
from The RAM AI Podcast · host Grish Ram | M3I Research
Falling per-token costs aren't reducing AI infrastructure spend — they're accelerating it. In this episode, we break down why Jevons Paradox is playing out in real time across the AI supply chain, and what the input signals — from DRAM pricing to transformer lead times — are telling us about where this goes next.We cover: why agentic AI workloads consume 5-30x more tokens per task than chatbots, the seven upstream signals all moving in the same direction, and three companies positioned across the full stack from silicon to switchgear — Marvell Technology (MRVL), Micron Technology (MU), and IES Holdings (IESC). Plus, how Peter Lynch's PEG ratio framework screens in this environment.This is not investment advice. Visit m3iresearch.com for methodology and full disclaimers.
What this episode covers
Falling per-token costs aren't reducing AI infrastructure spend — they're accelerating it. In this episode, we break down why Jevons Paradox is playing out in real time across the AI supply chain, and what the input signals — from DRAM pricing to transformer lead times — are telling us about where this goes next.We cover: why agentic AI workloads consume 5-30x more tokens per task than chatbots, the seven upstream signals all moving in the same direction, and three companies positioned across the full stack from silicon to switchgear — Marvell Technology (MRVL), Micron Technology (MU), and IES Holdings (IESC). Plus, how Peter Lynch's PEG ratio framework screens in this environment.This is not investment advice. Visit m3iresearch.com for methodology and full disclaimers.
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The Rise of Agentic AI - a Deep Dive
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