#ai-memory

#ai-memory

your favorite dishes, obscure movie quotes, even that exact shade of sweater you casually admired months ago. Dinner plans are effortless: "Booked us Giorgio's again, your favorite - truffle ravioli and Cabernet, like last time," Mary smiled warmly. But gradually, things become less appealing. Your attempts at variety or exploring something new are gently brushed aside: "Heard about that new sushi place, should we try it?" you suggest.

The startup starts with the premise that large language models can't remember past interactions the way humans do. If two people are chatting and the connection drops, they can resume the conversation. AI models, by contrast, forget everything and start from scratch. Mem0 fixes that. Singh calls it a "memory passport," where your AI memory travels with you across apps and agents, just like email or logins do today.

In an X post on Monday, Mustafa Suleyman, CEO of the company's AI division, announced that those individual memory preferences will, in turn, shape the chatbot's future responses. For example, you can now ask Copilot to remember that you're vegetarian, so that it takes that dietary restriction into account when responding to your later requests for local restaurant recommendations.

The chipmaker's pivotal role in supplying high-bandwidth memory (HBM) and storage solutions for AI data centers positions it for explosive growth without the hype. While Nvidia dominates GPUs, Micron fuels the backbone DRAM and NAND chips essential for AI training and inference, where data volume is exploding. This under-the-radar status has kept its valuation attractive, with a forward P/E of just 12 and a price-to-earnings-to-growth (PEG) ratio of a minuscule 0.22, signaling significant undervaluation amid AI's boom.