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Nvidia's Stock Falls as Memory Chips Become the New AI Bottleneck
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TechCrunch2h agoBusinessUnited States

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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