WS #14119
AI-driven HBM demand causes DRAM shortage, price hikes, and potential Apple use of Chinese memory, impacting memory makers and Apple. Berkshire raised Alphabet stake by 83% to $37.8B, making it the third-largest holding, signaling confidence in AI infrastructure. Anthropic's Q2 revenue surged to $11.5B, preparing for a potential $2T IPO, which could impact AI sector valuations.
Memory chip shortage and price surge
AI-driven HBM demand causes DRAM shortage, price hikes, and potential Apple use of Chinese memory, impacting memory makers and Apple.
Berkshire raised Alphabet stake by 83% to $37.8B, making it the third-largest holding, signaling confidence in AI infrastructure.
Anthropic's Q2 revenue surged to $11.5B, preparing for a potential $2T IPO, which could impact AI sector valuations.