Memory & Storage – the Next AI Infrastructure Bottleneck: BI Replay

As AI models become larger and inference workloads expand, memory bandwidth and storage architectures are emerging as critical constraints across the AI infrastructure stack. Demand for HBM, advanced DRAM, NAND flash and next-generation storage systems could become increasingly important drivers of technology investment. Join Bloomberg Intelligence analysts as they explore the evolving memory ecosystem, storage innovation and the companies positioned to benefit as AI deployments become more data intensive, identifying where the next infrastructure bottlenecks could create opportunities across the memory and storage value chain. This webinar is part of Bloomberg Intelligence's five-part series, How the AI Investment Cycle Is Reshaping Technology, examining the technologies, investment themes and competitive dynamics defining the next phase of AI.