Micron's Growth Rate Is Remarkable, Munster Says
THE SO WHAT
Commentary that hyperscalers will “grow faster for longer” off Micron’s earnings reinforces that AI infra spend is being treated as a durable, not transitory, capex wave. If you sell into or depend on hyperscalers, align your planning horizon to a multi-year buildout—not a one-off spike—and negotiate longer-term commitments while their growth narrative is strong.
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