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Episode 107 | The AI Bottlenecks: Memory, Chips, and Power
In Episode 107 of “Market News with Rodney Lake”, Professor Lake, director of the GW Investment Institute, examines the growing bottlenecks in AI infrastructure and the challenges of meeting rapidly increasing demand for computing power. He begins with high-bandwidth memory, highlighting how production capacity has become increasingly constrained as AI data centers consume a growing share of global memory supply. Using the GW Investment Institute's Business, Management, Price/Valuation, and Balance Sheet (BMPB) framework, he evaluates three major memory producers—SK Hynix, Samsung, and…
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