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Benzinga

Business

Rishabh Mishra

AAPL, HPQ, SNDK, WDC: Gene Munster Says 'Memory Hog' AI Will Trigger a Massive 2027 Upgrade Cycle

Gene Munster HPQ Memory AAPL HP SNDK WDC Apple Doug Clinton Artificial Intelligence

Apple logo is seen at the Apple Wangfujing Store in Beijing, China

Deepwater Management Managing Partner Gene Munster predicts a major enterprise and consumer hardware refresh cycle beginning in 2027, driven by resource-intensive artificial intelligence applications that demand far greater memory capacity.

Highlighting tech stocks Apple Inc. (NASDAQ:AAPL), HP Inc. (NYSE:HPQ), SanDisk Corp. (NASDAQ:SNDK), and Western Digital Corp. (NASDAQ:WDC), Munster framed these hardware and storage vendors as primary beneficiaries as local computer systems struggle to run advanced AI tools smoothly.

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Nicaragua torture victim imprisoned for second time after being deported by U.S.

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One subscription that gives you access to news from hundreds of sites

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Jalapeño Salmonella Outbreak Ends at 488 Illnesses in 34 States with FDA Unable to Find the Contamination Route

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