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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 Check Earnings Report
US:NASDAQ Investor Relations: investors.micron.com
PDF 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. [Read more]