AI Driven Demand

Strength 0.60

Confidence 0.65

Demand Increase: Companies adopting ai at an alarming rate. Every ai workload requires more ram, every model upgrade requires more ram per chip. • Macro Trend: Hyperscalers keep expanding capex. Demand floor keeps rising with no ceiling in sight.

AI re-evaluation

AI Strength 0.75

AI rationale will populate once the scoring run completes. Trigger a fresh rescore from the catalyst page (Refresh ↻) and reload, or refresh this page after ~15s for a one-shot generation.

Cross-catalyst pressure view (with boom/invalidation scenarios) lives at /pressure/72.