Why "Mixture of Experts" architecture is the ultimate bull case for memory demand

Wall Street is completely sleeping on how the latest shift in AI architecture is skewing the memory-to-compute ratio heavily in favor of RAM. Everyone thinks AI is all about Nvidia GPUs and pure math power, but the newest models are being built using an architecture called Mixture of Experts (MoE). Instead of being one giant brain that does massive math for every single word, an MoE model is broken up into hundreds of specialized "mini-brains." When you ask it a question, a digital traffic cop o