Looking Beyond the Surface — Memory Chips & AI

Marketing communication for professional clients and qualified investors.

As investors scour the AI¹ technology stack for growth potential, one of the key components being identified as critical for future innovation is the memory chip.

The rise of artificial intelligence and the generational boom in investment from largetech firms is encouraging investors to look beyond the surface to find opportunities in this rapidly growing market.

In this video, Amundi's Michael Stewart, Head of Equity Product Strategy, Amundi ETF and Indexing, explores why powerful new processors have outpaced traditional memory chips — and what that means for investors looking to go beyond the surface of the AI technology stack.