Micron’s strategic investment in Anthropic’s Series H funding! Both parties sign a long-term HBM supply agreement, and $MU ’s stock price rockets past 1200 USD to a new all-time high.

Micron Technology (Micron) and AI unicorn Anthropic announced the achievement of a deep strategic agreement on the 22nd, covering AI infrastructure optimization, long-term supply contracts, internal deployment of the Claude model, and strategic investment by Micron in Anthropic's Series H funding. Driven by this major positive news, Micron's stock opened with a surge of over 6%, breaking through $1,203 to hit a new all-time high, with a total market value rising to $1.33 trillion.
(Background summary: SK Hynix and Micron's market caps surpass Bitcoin! BTC drops to the 19th largest asset globally)
(Additional context: Micron (MU) buys at close, sells at open, returns 138 million%? Theoretically true but you can't actually profit from it)

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  • Strengthen computing power moat, sign long-term memory supply agreements
  • Micron participates in Series H funding, fully deploys Claude internally
  • Both executives express optimism, Micron's stock hits a new all-time high

The AI computing power arms race continues to heat up, with deep integration between hardware and foundational model developers becoming a new trend in the tech industry. On June 22, 2026, Eastern Time, U.S. stock-listed memory giant Micron Technology (Nasdaq: MU) and well-known AI unicorn Anthropic issued a joint press release, officially announcing that both parties have reached a comprehensive strategic agreement aimed at jointly expanding next-generation AI infrastructure.

Strengthen computing power moat, sign long-term memory supply agreements

As the parameter scale of cutting-edge AI models (such as Claude) exponentially increases, their demands for memory and storage performance have reached unprecedented levels. Through this cooperation, both sides will conduct in-depth analysis of memory and storage subsystems and optimize the overall infrastructure stack.

Micron will leverage its industry-leading high-bandwidth memory (HBM), DRAM, and SSD product lines to help Anthropic significantly improve AI training and inference computational efficiency. This not only enhances overall power efficiency and reduces total cost of ownership (TCO), but also directly optimizes the "token economics" of the Claude model. To ensure future expansion without issues, both parties have signed long-term memory and storage supply agreements, guaranteeing that Anthropic will have the most stable hardware supply backing as it scales up computing.

Micron participates in Series H funding, fully deploys Claude internally

Beyond hardware supply, this cooperation also directly impacts both parties' capital and business operations. The press release states that Micron has officially participated in Anthropic's latest Series H funding round with a strategic investment, deeply integrating hardware suppliers with model developers.

Meanwhile, as an early adopter of AI technology, Micron announced that it will fully deploy Anthropic’s Claude model within its engineering design, manufacturing, and corporate operations. Micron expects that advancing more sophisticated agentic use cases will greatly accelerate coding and enhance overall corporate productivity and innovation.

Both executives express optimism, Micron's stock hits a new all-time high

Regarding this major alliance, Micron Executive Vice President Sumit Sadana emphasized that the AI revolution has permanently elevated the importance of memory in computing architectures, and this strategic cooperation will combine both parties’ strengths to drive innovation. Anthropic co-founder Tom Brown pointed out that memory is crucial for the efficient training of Claude, and this partnership will ensure a stable supply chain as it expands its computing power in the future.

The market reacted very positively to this bullish news. Micron (MU) stock opened higher after the U.S. market opened, surging over 6% at the start, with the highest price surpassing $1,203, setting a new record. As of press time, Micron's quote is approximately $1,180, with a total market value successfully climbing to an astonishing $1.33 trillion, reflecting Wall Street’s strong confidence in the AI infrastructure sector.

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