The memory supply crisis rages on, sparked by AI datacentres' ravenous hunger for RAM and system storage. If you've been on the hunt for a reasonably priced bit of kit, the most sensible deals have long since been flushed away, with manufacturers also having to grapple with rising costs from their suppliers. But it turns out there's an unlikely 'beneficiary' of the AI industry's boom years.
Namely, Toto, a massive Japanese company that manufactures bathroom appliances. This week, investment management company Palliser Capital has taken a huge stake in the company, describing it as "The Most Undervalued and Overlooked AI Memory Beneficiary" in a recent presentation (via The Register).
