Hyperscalers are spending more than $700 billion on AI infrastructure in 2026 alone, fueling a surge in specialized memory chips.
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Every high-end NvidiaAI chip that ships this year comes bundled with someone else’s manufacturing bet. The stacked memory wrapped around each processor, the component that lets a GPU actually move data fast enough to be useful, comes almost entirely from one supplier. SK Hynix Inc. (SKHY) is that ...
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