The artificial intelligence (AI) boom is creating a modern gold rush, with companies investing billions to build the powerful data centers that will define our technological future. In this race, it's easy to focus on the most visible tools, the picks and shovels, like the graphics processing units (GPUs) that command the spotlight.
However, every GPU, no matter how powerful, is dependent on a constant, high-speed flow of data. This has created a critical, often overlooked chokepoint in the global supply chain: specialized memory chips required to feed the AI engine.
