伯恩斯坦：2026年内存与存储：新内存范式是否回归？最佳观点报告（英文版）

At Bernstein’s 42nd Strategic Decisions Conference, we pitched Memory and Storage as our best idea, where we brushed offour New Memory Paradigm thesis from a decade ago and addressed where we got things right and wrong and further upside from here. Enclosed are the presentation slides with key points from the speech.AI is driving a large and unprecedented demand surge across all forms of memory and storage. As workloads evolve from training and basic chatbot inference to advanced inference an