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“Storage just became the main event in AI infrastructure, with both NVIDIA Vera Rubin and AMD Helios now integrating in-rack storage for long-context AI workloads. Micron supplies the HBM4 memory in both platforms, faces a 25% DRAM supply deficit by 2030, and Goldman Sachs projects DRAM prices rising 250-300% in 2026.”
Source
SemiAnalysisX“AMD Helios. NVIDIA Vera Rubin. Double-wide racks…”span
“And why storage just became the main event.”
Performance
Entry$985.90
Current$983.12
Since call-0.28%
Confidence72%
How this was scored
Entry$985.90Jul 14, 2026 · 16:40 UTC · paste.trade
Current$983.12Jul 15, 2026 · 11:45 UTC · Finnhub
HorizonH2 2026parsed as H2-2026
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.