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The #Al boom is creating a severe memory chip shortage: Dynamic random-access memory (DRAM) inventory levels are down -80% YoY, to just 3 weeks worth of supply. This is the type of memory particularly used in computers and phones. By comparison, DRAM suppliers held ~9.5 weeks of inventory in July. The shortage has spread into nearly all memory types, spanning consumer flash chips in USB drives and smartphones to advanced high-bandwidth memory (HBM) powering Al data centers. Skyrocketing demand from Al infrastructure and consumer electronics is overwhelming global supply. SK Hynix, the world's largest memory chip supplier, expects the shortage to persist until late 2027. A memory chip supply crisis is unfolding. $NVDAX

#Al debt is fueling the global corporate debt surge: US Al-linked bond issuance rose +$145 billion YoY, to a record $220 billion in 2025. This is equal to the combined total issued over the last 3 years. Including loans, technology corporate debt issuance jumped to ~$270 billion, the 2nd-largest on record. US Al-linked debt was the biggest driver of rising global corporate debt this year, according to IIF. As a result, world non-financial corporate liabilities are close to $100 trillion, an all-time high. The Al financing boom is reshaping global debt dynamics. $NVDAX $GOOGLX $MSFTON

Author: Tanay Ved, Source: CoinMetrics, Compiled by Shaw Jinse Finance Key takeaways Tokenized stocks are still in their infancy (less than $1 billion in market capitalization), but they represent a huge opportunity relative to the global stock market of about $145 trillion. High throughput, low-cost blockchain infrastructure, clearer securities guidance, and increasing involvement from fintechs, exchanges, and decentralized finance (DeFi) protocols are driving compliant issuance and adoption. From native issuance and custody structures, to synthetic or derivatives exposure, several models are emerging in the field of stock tokenization. xStocks on Solana are still in their early stages but have shown significant growth, with assets under management (AUM) increasing approximately 9x to approximately $186 million since launch, with active wallets and transactions on the chain

The market cap of tokenized stocks has surged to a new all-time high of around $800 million, up roughly 30x since the start of the year. $NFLXX $NVDAX $GOOGLX

The US market would have gone nowhere for years if not for #Al #stocks : The #S&P 500 ex. Al stocks has returned just 25% over the last 3 years, since ChatGPT launched in November 2022. This is ~8% annual return, an even weaker performance than the #S&P500 equal-weighted index. $NVDAX $GOOGLX $MSFTON