$Roundhill Memory ETF(DRAM)$ First, people said AI demand is peaking. Then, the narrative shifted to China flooding the market with cheap memory. Meanwhile, global AI and data center infrastructure spending is projected to approach $7–7.6 trillion by 2030. That scale of buildout doesn't happen without massive demand for GPUs, HBM, DRAM, networking, storage, and power. The long-term AI thesis hasn't changed.
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