
Micron’s AI memory demand flips profits: Nvidia and Google keep the top spot
Big Tech is paying “astronomical” prices for AI memory, driving Micron toward unmatched profitability in the U.S. except two giants.
By Yousef Al-Zahrani·· 3 min

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2 briefings · “ai memory”

Big Tech is paying “astronomical” prices for AI memory, driving Micron toward unmatched profitability in the U.S. except two giants.

Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.