AAPL, HPQ, SNDK, WDC: Gene Munster Says 'Memory Hog' AI Will Trigger a Massive 2027 Upgrade Cycle

Deepwater Management Managing Partner Gene Munster predicts a major enterprise and consumer hardware refresh cycle beginning in 2027, driven by resource-intensive artificial intelligence applications that demand far greater memory capacity. Heavy AI Strains Consumer Laptops Munster’s industry forecast stems directly from practical testing of advanced software tools. Deepwater’s in-house AI guru Doug Clinton recently spent time “pounding on Grok’s Build (command line version of Claude Code and OpenAI Codex) last weekend.” Although Clinton found the platform’s overall results to be “impressive,” Munster pointed out that running such tools locally places an extraordinary burden on current hardware systems. He specifically characterized the comman...