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Markets, products & tech analysis · April 28, 2026

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ai · supply chainSupply Chain0 facts · 6d ago
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Thesis revisions

7.0
hardware · T1The AI compute shortage is substantially a memory-movement shortage7d ago · Initial seed from Mutlu synthesis + verification pass.
8.0
hardware · T2Reliability scaling is forcing memory intelligence regardless of commercial PIM adoption7d ago · Initial seed; RowHammer + RowPress evidence near-incontrovertible.

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High Conviction

Inference Costs Will Fall 90% by 2028 — The Memory Stack Is the Mechanism

AI Infrastructure

HBM Suppliers Are the Picks-and-Shovels of AI: SK Hynix Leads

AI Infrastructure — Memory Hardware

KV Cache Compression Will Cut Inference Costs 50% Before HBM4 Ships at Scale

AI Infrastructure — Inference Software

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