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NAND memory supercycle — Part 3: Edge, Autonomo...

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Avatar for Jun Nishikawa Jun Nishikawa
August 20, 2026
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NAND memory supercycle — Part 3: Edge, Autonomous Machines, and the Military

A framework for the NAND memory supercycle debate. Part 3 covers the expansion into edge, autonomous machines, and the military: what breaks when a machine can't carry enough onboard NAND, how much autonomous systems store, and whether military demand is structural.

Avatar for Jun Nishikawa

Jun Nishikawa

August 20, 2026

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