“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”

Cameron Robertson · Equity Mates Investing Podcast · The Asian Opportunities Investors Are Missing with Cameron Robertson

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What was described

cited Nvidia's demand for DRAM chips increasing about 30-fold over the last four years, driving DRAM prices up seven-fold

30-fold demand increase, 7-fold price increase

Said nearby on the same subject

“If you had one that sold four of that type over the last six weeks… let’s put those ones up by 25 grand or 50 grand… we ended up increasing the prices by about $44 million”
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Said on The Deal with Adam Di Marco
Pricing $44 million total price uplift across the project Share this moment
“I think the memory industry has now increased by market cap by $2.5 trillion over the last four years.”
PG
Pat Gelsinger
The a16z Show ·
Hard number $2.5 trillion over 4 years Share this moment
“The companies ... are trying to pass through price increases and have been for the last few years to do that.”
♫
Said on Closing Bell
Why it worked Share this moment
“We actually encourage clients to actually place in their pricing on the websites ... it can actually cite their prices in directly”
IS
Ian Silva
NeuralAdX GEO & AI Search Strategy Podcast ·

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