The $100B memory war: Inside the battle for AI's future
Feature The AI gold rush is so large that even third place is lucrative
Storage
16 Oct 2025 | 9
AI infrastructure is a hot commodity, as is the high bandwidth memory (HBM) on which it depends, driving up prices for the newfangled tech and for less glamourous memory and storage hardware. The AI boom is great news for memory vendors manufacturing the highly coveted chips. According to IDC, Micron and Samsung saw their …