Coatue projects fivefold rise in AI memory demand
Coatue released its Public Markets Update on May 6 2026. The report identifies memory demand as the leading constraint in the AI infrastructure buildout and projects that demand will grow fivefold within five years. It tracks the bottleneck shift from GPUs to power supply where the gigawatt becomes the basic unit of growth. The update also reviews strength in memory optical parts and CPUs along with supply chain pressures that redirect cash flows from hyperscalers to equipment providers. Jaimin Rangwalla CIO of Public Investments at Coatue presented the analysis.
#1262Prakash@8TEAPIfollowing the gigawatt is how you get to K1 and beyond
COATUE@coatuemgmt"Follow the gigawatt." Two years ago, Coatue's AI framework was "follow the GPU". Today the gigawatt is the atomic unit of AI growth, and one of the biggest shortages in the market. Jaimin Rangwalla, CIO of Public Investments at Coatue, on how the team is mapping the supply chain.