$NVIDIA(NVDA)$ Memory content

$NVIDIA(NVDA)$ Memory content per GPU cycle isn't slowing down. H100 is around 80GB, Rubin around 288GB, Rubin Ultra around 1000GB. That's a massive step function in memory intensity. If this trend continues, suppliers like $Micron Technology(MU)$ , HYNIX, SMSD aren't in a "cycle"... they're in a structural demand shift tied to AI compute scaling. The market is still debating whether this is cyclical or structural - but the numbers don't really look "cyclical" anymore. Curious how others are modeling this.

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