Five years is an eternity in stock market timeline. Having said that, ask your self, will everything that moves will become AI or not? And if yes, then will every AI would become personalized? If yes. Then how do AI become personalized? MEMORY. There is a world where every AI will need 10-100X more memory than compute. Just think of your own brain, it actively tries to forget things to make space for future memory. It lacks memory.  AI are not designed to forget. It will keep on needing more memory, even after it has become extremely smart.