Micron Technology (MU) has emerged as one of the key beneficiaries of the ongoing AI data center buildout. While companies like Nvidia (NVDA) supply the GPUs that power artificial intelligence models, Micron provides another critical ingredient: memory and storage.
As AI workloads grow exponentially, the demand for high-bandwidth memory (HBM), DRAM, and NAND flash has become just as important as processing power, making Micron an up-and-coming player in the AI infrastructure ecosystem.
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