Micron surges nearly 10%, the most profitable aspect of the AI era isn't the brain, but "memory"

Many people think that the core of AI is only chips.
It wasn't until Micron surged 9.87% that the market suddenly realized:
Without storage, no matter how smart AI is, it can instantly forget.
Now, as large model parameters grow bigger and data volumes become more exaggerated. #US stocks AI concept stocks rise across the board
Therefore, storage manufacturers like Micron are beginning to move from behind the scenes to the center stage.
Recently, through Gate, I still hold MU and NVDA.
The logic is simple.
Computing power is responsible for thinking.
Storage is responsible for remembering.
Both are indispensable.
Some netizens joked:
Nvidia is responsible for the brain, Micron is responsible for the hard drive.
One is responsible for genius, the other for not forgetting.
As AI applications become more widespread in the future, the demand for HBM high-bandwidth storage is expected to continue growing.
So, this AI feast is far from over.
The main characters won't be just one.