Chip Stocks

A single research paper from Google just wiped billions off memory chip stocks across three continents. No earnings miss. No supply chain disruption. Just math. The algorithm is called TurboQuant. If it delivers on its promises, it rewrites the economics of running every major AI model on the planet. We’re talking 6x less memory, 8x faster inference, and zero accuracy loss. The Bottleneck Everyone Ignored Every AI conversation eats memory. When you chat with an AI, the model stores your context in a key-value (KV) cache — its working memory. Longer conversations mean bigger caches, which means more expensive GPU memory consumed. ...