The question isn’t whether AI will grow. The question is: what’s required to make that growth possible?
That’s exactly what we explored on this week’s podcast with Howard Chan, Founder & CEO of Kurv Investment Management.
https://www.kurvinvest.com/etf/kmem
While much of the conversation around AI focuses on the companies building the technology, we took a step back and discussed the infrastructure that makes it all possible—specifically, memory.
In our conversation, we discuss:
• Why memory has become one of the biggest bottlenecks in AI
• Why the memory industry is far more concentrated than many investors realize
• How KMEM differs from traditional semiconductor and AI ETFs
• The opportunities and risks investors should understand when evaluating this space
Because great investors don’t just ask, “What is happening?”
They ask, “What has to happen for this trend to continue?”
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