176: GreyBeards talk recent news at Future of Memory & Storage Conference with Jim Handy, Objective Analysis
At the FMS 2026 Conference, discussions centered on the AI supercycle and its impact on the IT industry, particularly through HBM and DRAM shortages. Innovations like KV cache offload and MRAM advancements were also highlighted. Despite rising prices, demand for memory remains high, especially for AI applications.



