Why AMD bought MEXT?


AMD's newest acquisition isn't a chip maker. It's MEXT, whose software makes NAND flash look like DRAM to the operating system, so a server runs on far less expensive memory. An AI engine predicts which data is about to be needed and moves it into DRAM before the app asks. With DRAM prices up sharply in 2026, here's the logic behind the deal, and why a 50x cost gap won't land in your budget intact.

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