Micron Forecast Tops Estimates After Demand Outstrips Supply
THE SO WHAT
Micron’s upside on AI-fueled memory demand is a reminder that the bottleneck isn’t just GPUs — HBM and DRAM supply will dictate how quickly you can scale dense inference and training. If your roadmap assumes cheap, abundant memory, revisit cost models and timing for high-context or multi-modal workloads over the next 12–24 months.
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