The Claim: AI's hunger for DRAM will crush Japanese gaming companies

The DRAM price surge will destroy gaming hardware sales, and AI development will increase competition from smaller game developers

Disclaimer: This report is for informational purposes only and does not constitute financial advice. All investments involve risk, including the loss of principal. I, Rei Saito, may hold positions in any securities mentioned.

I am trying something new today. I will put a claim I’ve heard time and time again to the test: The AI boom is hoarding all the me…