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Micron surges 9.87% in a day, turns out the biggest shortage in AI isn't the model, but "memory"
Many people think that in the AI era, only NVIDIA matters.
But suddenly Micron steps up to tell the market:
Without storage, even the smartest large model will forget.
On June 8th, Micron Technology soared nearly 10%, leading to a full recovery in the storage sector.
Many investors lament:
I used to think memory sticks were worthless, now I realize they are the gold miners of the AI era.
Recently on Gate, I still allocated MU and NVDA.
The logic is simple.
AI models are getting bigger.
Data is increasing more and more. #美股AI概念股普涨
Computing power needs to be upgraded, and storage naturally gets a share.
In the next few years, high-bandwidth storage demand is expected to continue rising.
So, the AI rally is far from over.
It's just that the main players may keep changing.