x.com/i/article/2077…↗·@rishabhkaul·Jul 17, 2026·media·ai-infrastructure·customer-concentration·developer-tools·revenue-growth
Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.↗·@coatuemgmt·May 12, 2026·media·ai-infrastructure·coatuemgmt·memory-bottleneck·nick-gagnnet