Analysts say the AI memory cycle still has years to run, with limited new capacity and surging cloud investment supporting further upside for SK Hynix.
TECHNOLOGY
Neil Rimer thinks the AI money is coming back out
Neil Rimer, the venture capitalist who co-founded Index Ventures, predicts the historic wealth AI is generating in Silicon Valley will have to be redistributed, voluntarily or involuntarily.
TechCrunch·6h ago