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The Memory AI Trade
For a while, the artificial intelligence trade was almost comically simple: just buy Nvidia. But as the buildout of massive data centers accelerates, and the AI models running on them get more complex, some long-overlook...
About This Episode
The Memory AI Trade is an episode from Trillions by Bloomberg. For a while, the artificial intelligence trade was almost comically simple: just buy Nvidia. But as the buildout of massive data centers accelerates, and the AI models running o...
Podcast
This episode belongs to Trillions.
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Episode Details
Published Apr 23, 2026, 21:26 long, audio available.