The AI Supercycle: Why The GPU Vs. XPU Debate Misses The Forest For The Trees [Forbes]
Micron Technology, Inc. (MU)
Last micron technology, inc. earnings: 3/25 04:01 pm
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Source: Forbes
Simply put, there aren't enough wafers to meet AI demand. Chips, memory, storage — everything being built is already spoken for before it comes off the production line. There isn't enough concrete or rebar or construction workers to build the datacenters. Every part of the AI supply chain is constrained. Demand is insatiable across the board. Micron Technology Inc. just shut down its consumer business to pivot to AI chips. Intel Corp. is surging after a brutal patch because the market knows its time is coming and its foundries will soon be full. And all with all of this, enterprise AI hasn't even taken off yet. Salesforce CEO Marc Benioff shared on X yesterday that its Agentforce has consumed 3.2 trillion tokens so far. This product is in very early stages and most of Salesforce users are just starting to experiment. But the tech industry loves a good debate. Recent speculation that Google's TPU would be the demise of NVIDIA reminded me of the DeepSeek moment that came earlier th
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News
- Micron Technology (NASDAQ:MU) had its price target raised by analysts at Mizuho from $265.00 to $270.00. They now have an "outperform" rating on the stock.MarketBeat
- Micron: Why An Exit From Consumer Isn't Scary [Seeking Alpha]Seeking Alpha
- Assessing Micron's Soaring 2025 Valuation After 168% AI Fueled Rally [Yahoo! Finance]Yahoo! Finance
- The Zacks Analyst Blog Highlights Apple, Tesla, Micron Technology, Hamilton Beach Brands and Key Tronic [Yahoo! Finance]Yahoo! Finance
- Micron stops selling memory to consumers as demand spikes from AI chips [CNBC]CNBC
MU
Earnings
- 9/23/25 - Beat
MU
Sec Filings
- 11/25/25 - Form ARS
- 11/25/25 - Form DEFA14A
- 11/25/25 - Form DEF
- MU's page on the SEC website