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AI disruptive tech revolution - besides Nvidia's gains, Micron Technology and SanDisk benefit most secondarily.
Micron is the full-category storage leader (DRAM + HBM + NAND), core to AI computing power; SanDisk = pure NAND flash memory specialist (consumer + enterprise SSD).
Jensen Huang stated that AI is a technological revolution second only to electricity and the internet. Currently, the global community has already invested hundreds of billions of dollars in infrastructure, with trillions of dollars in continued investment expected in the future.