---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41620477.md"
description: "Recently, I've been studying the Rubin cost breakdown and found that the current bottleneck for AI isn't simply a lack of GPUs, but rather:1. Insufficient context length: So HBM/DRAM/SOCAMM/SSD are still crucial, corresponding to $XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US)$Roundhill Memory ETF(DRAM.US)2. Data movement bottlenecks: So optical interconnects, CXL, and memory pooling will become increasingly important, corresponding to $Marvell Tech(MRVL.US)$Broadcom(AVGO.US)3. Inference is too expensive: If memory capacity expansion or architectural optimization drives costs down, the ultimate beneficiaries might be companies like $Alphabet - C(GOOG.US), OpenAI, and Anthropic, which are truly monetizing AI.Memory is still the main theme, but it's unclear how long the rally will last. So, here are some corresponding hedging ideas:1.  Worried about memory being disrupted by optical interconnects/tiered memory: MRVL, AVGO2. Worried about the price increase logic disappearing after memory capacity expansion: Google, OpenAI (future IPO), Anthropic"
datetime: "2026-06-09T07:07:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41620477.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41620477.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41620477.md)
author: "[WA2](https://longbridge.com/en/profiles/11328884.md)"
generator: "portal-rs"
---

# Recently, I've been studying the Rubin cost breakd…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**