AI’s insatiable demand for high performance memory along with other factors is creating demand across various parts of the AI infrastructure buildout. HBM is already a very expensive type of memory; HBM4 will only be more so and establishing dominance in the market is a key priority for a memory maker. We will discuss the need for data storage and a few other factors driving demand after the paywall. Closing ThoughtIn the face of demand exceeding supply in an impending memory supercycle, a rising tide lifts all boats. Imagine what a billion users generating AI video will look like!