# Gartner

> Markdown twin of https://roboterminal.app/companies/gartner · https://roboterminal.app/companies/gartner.md

## On shared sources

- [Micron](https://roboterminal.app/companies/micron) (3)
- [Samsung](https://roboterminal.app/companies/samsung) (2)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (2)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [CXMT](https://roboterminal.app/companies/cxmt) (1)
- [Delta Intelligence](https://roboterminal.app/companies/delta-intelligence) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [Nomura](https://roboterminal.app/companies/nomura) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [Warp](https://roboterminal.app/companies/warp) (1)

## Pulse

- [@ILMagazine on X](https://x.com/ILMagazine/status/2113269537088942427)
  How do you move from AI buzz to actual ROI in the supply chain? We asked the experts and a few must-haves kept coming up: connected data, strict governance, and keeping human judgment at the center. T…
- [@stretchcloud on X](https://x.com/stretchcloud/status/2111963034671353863)
  Samsung raised its 32GB DDR5 price from $149 to $239 in September. That's a 60 percent jump in one month, and it isn't the top of the curve. Contract DRAM pricing more than doubled this year, from abo…
- [@tslaming on X](https://x.com/tslaming/status/2110572847588684047)
  GOOD SIGNAL 🇨🇳 Elon Musk just said that China will be making a LOT of RAM in 2028 ⏳ For Tesla, that could turn out to be one of the best supply chain stories of the decade, and Optimus stands to gai…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097683883647266920)
  This is WILD! Nomura thinks memory becomes a $3.7 trillion market by 2030, bigger than the entire semiconductor industry is today. The chart shows that the global memory revenue goes from $185 billion…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097384070389158009)
  Memory is about to out earn every other chip on Earth combined and this chart still understates it (Save this). The chart uses Gartner's April forecast, which put memory at $633 billion in 2026 and $7…

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Source: Roboterminal · https://roboterminal.app/companies/gartner.md