$MU CEO dropping fire: "No AI without memory"
Data center demand is insane—customers want 50% MORE than Micron can even ship right now. Classic supply squeeze.
$250B US buildout locked in with 16 partners on 5-year supply deals. That's not hype, that's infrastructure.
Memory chips are the quiet bottleneck in the AI boom. Everyone's chasing GPUs, but without DRAM and NAND, those fancy chips are paperweights.
Data center demand is insane—customers want 50% MORE than Micron can even ship right now. Classic supply squeeze.
$250B US buildout locked in with 16 partners on 5-year supply deals. That's not hype, that's infrastructure.
Memory chips are the quiet bottleneck in the AI boom. Everyone's chasing GPUs, but without DRAM and NAND, those fancy chips are paperweights.