Coherent Is Critical To AI's Next Constraint

Core Insights - The article discusses the trend of investment in AI infrastructure, highlighting the progression from GPUs to custom silicon and now focusing on memory constraints [1] Group 1: Investment Trends - Investment in AI infrastructure is evolving, with initial focus on GPUs, followed by custom silicon, and currently addressing memory limitations [1] Group 2: Company Focus - The analysis emphasizes the importance of companies that possess strong competitive advantages in sectors such as technology, semiconductors, and biotechnology [1]