{"id":269765,"date":"2026-06-10T18:56:00","date_gmt":"2026-06-10T22:56:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/06\/10\/jensen-huang-thinks-the-artificial-intelligence-ai-memory-boom-is-impossible-to-ignore-heres-my-top-pick-that-no-one-is-talking-about\/"},"modified":"2026-06-10T19:10:12","modified_gmt":"2026-06-10T23:10:12","slug":"jensen-huang-thinks-the-artificial-intelligence-ai-memory-boom-is-impossible-to-ignore-heres-my-top-pick-that-no-one-is-talking-about","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/06\/10\/jensen-huang-thinks-the-artificial-intelligence-ai-memory-boom-is-impossible-to-ignore-heres-my-top-pick-that-no-one-is-talking-about\/","title":{"rendered":"Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to Ignore. Here&#8217;s My Top Pick That No One Is Talking About."},"content":{"rendered":"<p><a href=\"https:\/\/www.aol.com\/articles\/jensen-huang-thinks-artificial-intelligence-223500475.html\">Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to Ignore. Here&#8217;s My Top Pick That No One Is Talking About.<\/a><\/p>\n<p><a href=\"https:\/\/www.aol.com\/articles\/jensen-huang-thinks-artificial-intelligence-223500475.html\">https:\/\/www.aol.com\/articles\/jensen-huang-thinks-artificial-intelligence-223500475.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-10 18:56:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.aol.com\">www.aol.com<\/a><\/p>\n<h2 class=\"heading\">Key Points<\/h2>\n<ul class=\"content-list\">\n<li class=\"list-disc\">\n<p>AI hyperscalers are increasing their appetite for high-bandwidth memory, DRAM, and NAND chips.<\/p>\n<\/li>\n<li class=\"list-disc\">\n<p>The AI memory supercycle has propelled Micron Technology, Samsung, and SK Hynix into the trillion-dollar club.<\/p>\n<\/li>\n<li class=\"list-disc\">\n<p>The Roundhill Memory ETF (DRAM) is an effective way to invest in the AI memory theme at a low cost.<\/p>\n<\/li>\n<li class=\"list-disc\"\/><\/ul>\n<p>During a recent trip to South Korea, <strong>Nvidia<\/strong> CEO Jensen Huang leaned into a key urgency rippling through semiconductor supply chains. Huang said, &#8220;The whole industry supply chain &#8212; everything from wafers to packaging to silicon photonics&#8230;everything&#8217;s in short supply because the demand is so high. It is going to persist for several years.&#8221;<\/p>\n<p>I think this statement is a sobering assessment of a new reality. Artificial intelligence (AI) has turned memory into one of the most critical &#8212; and constrained &#8212; resources in hyperscale chip stacks. What was once a cyclical commodity has become a secular growth engine virtually overnight. This shift is important because, as Huang notes, it is not a temporary spike. Rather, insatiable demand for memory is becoming a multiyear reordering of supply and demand that will determine how fast AI scales.<\/p>\n<p><strong>Will AI create the world&#8217;s first trillionaire?<\/strong> Our team just released a report on the one little-known company, called an &#8220;Indispensable Monopoly&#8221; providing the critical technology Nvidia and Intel both need. <strong>Continue \u00bb<\/strong><\/p>\n<p>While most investors obsess over <strong>Micron<\/strong> and <strong>Sandisk<\/strong>, I think one of the best ways for investors to participate in the entire AI memory supercycle is through the <strong>Roundhill Memory ETF<\/strong> (NYSEMKT: DRAM), a specific fund built precisely for this moment.<\/p>\n<p>A stock chart moving up and to the right over an electronic display of stock tickers.<\/p>\n<p>Image source: Getty Images.<\/p>\n<h2 class=\"heading\">Why is demand for memory exploding?<\/h2>\n<p>Training generative models and inference deployments require enormous bandwidth between processors and memory. High-bandwidth memory (HBM), which is an advanced form of dynamic random-access memory (DRAM) layered with&#8230;<\/p>\n<p><a href=\"https:\/\/www.aol.com\/articles\/jensen-huang-thinks-artificial-intelligence-223500475.html\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Jensen Huang Thinks the Artificial Intelligence (AI) Memory Boom Is Impossible to Ignore. Here&#8217;s My&#8230;<\/p>\n","protected":false},"author":1,"featured_media":269766,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/s.yimg.com\/lo\/mysterio\/api\/333B4C99317784A5822974AA7AB34981C0D1DAD6E8A14E0EAF5F17E541FD2E88\/subgraphmysterio\/resizefill_w700_h400;quality_80;format_webp\/https:%2F%2Fmedia.zenfs.com%2Fen%2Faol_the_motley_fool_392%2F5889e94357d87019f440f6655b31bcf6","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-269765","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/269765"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=269765"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/269765\/revisions"}],"predecessor-version":[{"id":269767,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/269765\/revisions\/269767"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/269766"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=269765"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=269765"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=269765"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}