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Nvidia's Stock Falls as Memory Chips Become the New AI Bottleneck
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- Nvidia's stock has dropped 15% despite growing revenue, as memory chip makers like Micron have seen their value surge.
- Data centers now face a memory bottleneck, shifting investor focus from GPUs to DRAM.
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Nvidia's stock has dropped 15% despite growing revenue, as memory chip makers like Micron have seen their value surge. Data centers now face a memory bottleneck, shifting investor focus from GPUs to DRAM.
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This article was originally published by TechCrunch.
