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One algorithm just challenged a core assumption behind the AI boom.In his latest Street Sense column for MarketWatch, R360's Charlie Garcia breaks down how Google’s TurboQuant could dramatically reduce AI memory needs, and why that may put pressure on memory-chip stocks.
The bigger point: when software gets exponentially more efficient, yesterday’s “safe” hardware plays can quickly become today’s risk. Charlie’s takeaway is simple: own what benefits from cheaper AI, and be cautious of what gets replaced by it.