“The municipal bond market in the US is I think four or five trillion.”
RW
Rob Wigglesworth
Better Offline ·
Pat Gelsinger · The a16z Show · Chips, Memory, and Power | Pat Gelsinger
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Stated the memory industry market cap grew by $2.5 trillion over the last four years
$2.5 trillion over 4 years
“The municipal bond market in the US is I think four or five trillion.”
“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.”
“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”
“NVIDIA spot market notional is $1-3 trillion annually. Divertis market is 10-15×, so we look at $30 trillion potentially.”
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