NVIDIA has publicly acknowledg

NVIDIA has publicly acknowledged that the main cost pressure behind maintaining its ~75% gross margin comes from HBM (High Bandwidth Memory).

Meanwhile, Amazon has reportedly raised its 2026 capital expenditure target to $200 billion, signaling massive investment by hyperscalers. Their hunger for memory is reshaping the entire bill of materials (BOM) for AI infrastructure.

Micron, SNDK Selloff on TurboQuant: Overreaction or Time to Cool Down?

$Micron Technology (MU), $SanDisk (SNDK), $Western Digital (WDC), and $Seagate Technology (STX) fell 3–6% even as the $Nasdaq-100 rose. The debate: does TurboQuant reduce memory demand — or unlock more usage? Morgan Stanley says it only optimizes inference KV cache, not HBM or training. Others warn efficiency could pressure total capacity needs. With capex surging and expectations high, is this an overreaction — or the first crack in AI memory demand?

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