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2026-03-31 12:59:41.000000
People are bearish on memory, but the leaked Claude Code source code is showing us some additional memory demand that the market hasn't priced in IMO. 1. The market thinks about AI memory demand as a server-side story: HBM on H100s/B200s for inference. What the bug reports
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reference: https://x.com/garrytan/status/2038964450326352244
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Chaofan Shou (@Fried_rice) · Tue Mar 31 08:23:33 +0000 2026
Claude code source code has been leaked via a map file in their npm registry! Code: https://t.co/jBiMoOzt8G https://t.co/rYo5hbvEj8
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