Micron’s revenue quadrupled as AI memory demand pushes gross margins above 81 percent
THE SO WHAT
Memory is becoming the tightest leverage point in the AI stack—Micron quadrupling revenue to nearly $42B with >81% gross margins tells you where scarcity and pricing power sit right now. If you're building AI-heavy products, assume HBM and advanced memory stay a cost and supply constraint and bake that into model choices, deployment timing, and hardware commitments.
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