The hidden engine of AI: Why memory speed matters

About this talk
AI needs more than raw processing power. While the first wave of attention focused on processors and graphics chips, even the most powerful chips are limited if they can’t access data fast. Memory holds that data close to the processor and moves it at speed – making it critical for performance.

As AI models grow larger and more widely used, memory has become a key bottleneck. Systems need more capacity and faster data transfer, which is why high-bandwidth memory and dynamic random-access memory, or DRAM, are now central to the AI supply chain.

Join Brendan Cavanaugh, Chief Strategy Officer at Defiance, as he discusses:
• How DRAM and high-bandwidth memory keep powerful processors fed with data at speed
• Why growing AI models and data-intensive applications are pushing memory to its limits
• Where opportunities may lie for professional investors

Moderator: Jake Coulson, Investment Writer, HANetf

This webinar is for professional investors only. This material does not constitute a marketing document. It is not an invitation to invest but to be read for educational purposes only.