Wall Street Bets Memory Maker Micron Is 'the Next Nvidia'

TechCrunch·medium signal

Investors hunting for the next Nvidia-scale AI winner are increasingly piling into Micron, betting that surging high-bandwidth-memory demand from AI accelerators makes the US memory maker a structural beneficiary of the buildout. The thesis reframes the AI hardware trade beyond GPUs toward the memory bottleneck that gates training and inference throughput.