$Micron Technology(MU)$ I suspect Jensen's speech at Computex may have finally woken up some financial analysts and investors to the major structural shifts happening in memory chip demand. What they heard was the growing need for high-bandwidth memory, built to support agentic AI, with hundreds of billions of agents being created for companies and consumers in the coming years, absorbing and creating massive amounts of data that will require memory and storage. There's also the new Nvidia chip for AI desktops and PCs, each built with 800+ GB of memory (versus current PCs typically at 8-32 GB), smartphones with AI chips and agents, and AI chips and models for physical AI including millions of robots. In short, we're on the verge of an explosion in memory requirements for years ahead.
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