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David Sun and John Tu, founders of Kingston Technology, have seen their wealth increase by $12 billion in 50 days due to the AI infrastructure boom. This surge is attributed to hyperscalers rapidly building data centers, leading to a global shortage of memory chips and skyrocketing prices.

Companies in the memory sector are experiencing a 'supercycle' in demand, revenue, and profits. Kingston Technology, although private, reflects industry trends similar to Micron Technology, which has quadrupled its stock value in a year.