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@Donvan when the gold rushes came in the 1800's the people supplying the equipment ( millions of Sluice Boxes (SB) were invented in 1853 by Edward Mattison) to the miners made a lot of money.
https://www.metaldetector.com/learn/buying-guide-articles/gold-prospecting/history-and-equipment-of-the-california-gold-rushwhen the Internet came along from 1995 to 2000 Cicso made a lot of money supplying the routers and hardware that powered the little bites traveling all around the world.
https://blogs.cisco.com/sp/the-history-and-future-of-internet-trafficNow we have an AI with its big data and computational issues can tie up memory for extra-ordinary long periods of time. So long sometimes that you need to scale down the datasets to get answers. As a university trained data scientist Im always hustling for Cloud resources for the Big stuff my scruffy PC cant do.
The Internet of things as a thematic have been scaling the number of data points at a huge velocity.
These data point train algorithms . Algorithms use trained data to predict outcomes on test data.It all needs memory.
It cost me a 50k Masters degree to have this point emphasized and re-emphasized in every course
I hope you can see where this is headed. A ram chip that is 100 times less energy intense 100 times more data and has increased efficiency has already been qualified and soon to be adopted by TSMC. The improved hardware to run Atlassian, MIcrosoft, Metaverse , Google , Amazon AI applications they have been working on since the early 2000's will be adopted
I did particularly well out of printed circuit supply chain provider Altium (ASX-ALU) from 2014 to 2020. saw it grow from 400 m Market cap to 5 billion Market cap.I poured in a significant amount after doing the first assignment in the course 2016 and believe the Re-ram/ Flash drive chip market is considerably bigger and suffering from supply chain issues in its current form.
Could you keep this between us until I get a good stake ?
(20min delay)