Viv Govender
Portfolio Manager, Rand Swiss
Viv is a senior analyst and investment specialist, focusing on international and local markets. He frequently appears in the media, contributing to channels such as: SABC, CNBC, SAFM, 702 and ETV. He is also a regular guest lecturer at a number of prominent business schools and advanced education programmes, and previously lectured at tertiary institutions such as UKZN and DUT.
You can follow Viv on YouTube at @RandSwiss for regular market updates and AI insights.
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The Weekly Wrap: AI’s next bottleneck
Friday, 4 September 2026
The next phase of artificial intelligence may not depend solely on building smarter models. It may depend on giving those models enough memory to operate autonomously for longer.
This week’s Weekly Wrap explores how the rise of persistent AI agents could transform demand for memory, why Nvidia is already highlighting constraints in this part of the AI supply chain, and what this could mean for the next generation of AI investment opportunities.
We also examine the outlook for software stocks, US interest rates and the growing inflation risks posed by higher oil prices and El Niño.
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