RAM has transformed from a ubiquitous commodity into a precious, rare commodity due to intense demand from AI data center buildouts.

“This stuff is is commodity. It's so boring until it gets fascinating. you find out how it's made, but like it's you just take it for granted, right? It's everywhere and it you don't even think about it. I thought, yeah, I feel like we this it's like a thing we write about sort of as a clause in a se”