AI efficiency fuels Jevons Paradox debate over HBM demand

As artificial intelligence (AI) models move from answering questions to autonomously completing multi-step tasks, OpenAI's new model GPT-6 Astra, or Astra, is drawing fresh market attention to hardware demand amid the spread of AI agents. For the memory industry, even if the cost of a single AI task falls, rising usage and broader applications could still lift overall computing and data-access demand, leaving room for growth in high-bandwidth memory (HBM) and server DRAM.