Jul. 5 at 7:54 PM
Recent estimates suggest the generative AI economy has now reached roughly
$110B in trailing 12-month revenue, with an annualized run rate approaching
$175B.
At the center of it all,
$NVDA still remains the primary beneficiary of compute demand, but the second-order winners are becoming increasingly important.
Memory is now clearly re-rating as a core AI input layer rather than a cyclical afterthought, especially with
$MU reporting ~
$41.46B in a single quarter - a scale that highlights just how strong underlying demand has become.
What’s changing here is not just growth, but where value is being captured across the AI stack.
