Rambus (RMBS): Capitalizing on Data Center Infrastructure Expansion

What happened: Jacob Funds said in its Q3 2026 investor letter that it added Rambus Inc. (RMBS) as a new position to expand semiconductor exposure, citing data center memory trends. Key numbers: Rambus closed at $108.47 on October 08, 2026, with an $11.76 billion market cap, an 18.04% YTD gain, a 52-week range of $77.89 to $174.10, and $756.33 million in TTM revenue. Why it matters: The fund expects memory pooling and MRDIMM adoption to raise Rambus component dollar content per AI server, supporting higher average selling prices, wider margins, and earnings growth.

Jacob Funds said in its Q3 2026 investor letter that it added Rambus Inc. (RMBS) as a new position to expand semiconductor exposure, citing data center memory trends.

The fund expects memory pooling and MRDIMM adoption to raise Rambus component dollar content per AI server, supporting higher average selling prices, wider margins, and earnings growth.