“I think the memory industry has now increased by market cap by $2.5 trillion over the last four years.”

Pat Gelsinger · The a16z Show · Chips, Memory, and Power | Pat Gelsinger

Play from 27:08
27:08

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What was described

Stated the memory industry market cap grew by $2.5 trillion over the last four years

$2.5 trillion over 4 years

Said nearby on the same subject

“The municipal bond market in the US is I think four or five trillion.”
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Rob Wigglesworth
Better Offline ·
Hard number $4-5 trillion Share this moment
“Globally, for my book, A Fabulous Debt, I penned it around $190 trillion at the end of last year. So we're probably close to $200 trillion now.”
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Rob Wigglesworth
Better Offline ·
Hard number $190 trillion (approx $200 trillion now) Share this moment
“Nvidia's demand for the DRAM chips has gone up about 30-fold over the last four years ... the price of chips is up seven-fold”
CR
Cameron Robertson
Equity Mates Investing Podcast ·
Hard number 30-fold demand increase, 7-fold price increase Share this moment
“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”
♫
Said on Pitch The PM
Hard number $30 trillion Share this moment

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