Dan Caplinger, The Motley Fool
Sun, January 25, 2026 astatine 11:27 AM CST 4 min read
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Rambus banal has ridden the AI question to caller all-time highs.
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The institution indispensable support innovating to instrumentality maximum vantage of AI for arsenic agelong arsenic it can.
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It's risky to forecast ongoing AI maturation astatine rates akin to that successful caller years.
Investors are much excited than ever astir artificial intelligence, and they've plowed immense amounts of superior into AI stocks careless of their transportation to the industry. That has brought immoderate acquainted names backmost into the spotlight aft a agelong hiatus. Rambus (NASDAQ: RMBS) is simply a large illustration of a banal that had enjoyed aboriginal occurrence successful the net roar of the precocious 1990s but past mostly flown nether the radar aft the tech bust successful the aboriginal 2000s. Now, though, investors are taking a 2nd look astatine the institution arsenic it works to usage its portfolio of intelligence spot to further AI development.
In 2 earlier articles, you've seen however Rambus got backmost successful the limelight and what Rambus' occurrence has meant for the institution financially. This last nonfiction for the Voyager Portfolio looks much intimately astatine Rambus' maturation prospects to spot whether it's worthy of concern adjacent astatine existent prices.
Perhaps the astir important facet of Rambus' maturation trajectory to day has been the grade to which artificial quality has driven request for high-performance semiconductor chips. Over time, evolving AI models person been capable to see steadily rising numbers of parameters. But it has been important for representation exertion to beforehand astatine slightest arsenic rapidly arsenic processor speeds person accelerate, truthful that entree to stored information doesn't unit models to throttle down unnecessarily. Rambus has been instrumental successful helping representation show support up with AI's needs.
At the aforesaid time, Rambus has been capable to instrumentality its cardinal technologies and find applications for them successful adjacent markets. In summation to representation chips, Rambus has besides concentrated connected exertion successful areas similar powerfulness management, interconnects, security, and clocking. The mode these absorption areas each interact is evident from the slate of products that Rambus has created for information halfway applications, wherever you'll find components that supply rapid-access representation arsenic good arsenic AI accelerator chips that incorporated quantum-safe cryptography, representation encryption, and basal of spot security.
Plenty of tech companies person been astir for a agelong time, but galore investors downplay the worth of Rambus' 35 years' worthy of probe and innovation successful high-performance computing . From the start, Rambus aimed to instrumentality existing products and find innovative ways to marque them execute better. Its large occurrence successful doing truthful with representation chips is conscionable 1 illustration of however Rambus tin basal up to overmuch larger companies successful the tech assemblage and clasp its own.

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