The market is completely missing the real story behind NVIDIA’s memory cut.

When news broke that NVIDIA halved its CPU-side SOCAMM memory, the market panicked over supply shortages. But Nutty’s latest brilliant piece exposes the hidden reality: Micron says "pack in more," yet NVIDIA is aggressively redesigning the entire memory hierarchy into multiple tiers (HBM, LPDDR, GDDR7, and NAND).

If you want to know where the money will actually flow next in the AI infrastructure chain, this is the definitive read.