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OpenAi can't make memory

Micron is the New Nvidia, it Just Changed the AI Game

Micron is taking pre-emptive action by locking in long-term supply deals with fixed price ranges, hoping to keep its big customers on side. But companies such as Microsoft and Google-parent Alphabet are under stock market pressure to show they can control their AI spending, which means at the very least they will be investigating ways to reduce the amount they are paying to Micron.Micron has taken the AI stock crown. But as Nvidia has found, being on top makes you a target.-- Adam ClarkGet more of the journalism you love. Choose Barron's as a preferred source in Google.Micron Smashes Expectations. The Chip Shortage Continues.Micron Technology revenue quadrupled in the second quarter, and the chip maker said the demand-driven chip shortage will last beyond 2027, a year after previous guidance that the shortage would end early next year. Micron has 16 long-term deals to supply chips.-- The stock surged more than 15% in after-hours trading after the company. beat Wall Street's expectation

Micron is the New Nvidia, it Just Changed the AI Game

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But companies such as Microsoft and Google-parent Alphabet are under stock market pressure to show they can control their AI spending, which means at the very least they will be investigating ways to reduce the amount they are paying to Micron.Micron has taken the AI stock crown. But as Nvidia has found, being on top makes you a target.-- Adam ClarkGet more of the journalism you love. Choose Barron's as a preferred source in Google.Micron Smashes Expectations. The Chip Shortage Continues.Micron Technology revenue quadrupled in the second quarter, and the chip maker said the demand-driven chip shortage will last beyond 2027, a year after previous guidance that the shortage would end early next year. Micron has 16 long-term deals to supply chips.-- The stock surged more than 15% in after-hours trading after the company. beat Wall Street's expectation","content":"<html><head></head><body><p style=\"text-align: left;\">Move over <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, there&#39;s a new chip champion in town. Memory-chip maker Micron Technology has taken its title as the primary beneficiary of the huge wave of spending on artificial-intelligence infrastructure. Now the question is whether it can keep it.</p><p style=\"text-align: left;\">Micron&#39;s earnings figures were just as mind-blowing as Nvidia&#39;s most impressive quarters. Managing to quadruple revenue with gross margins of 85% is a rare feat. And Micron insists it&#39;s not a one-off, with the memory-chip shortage set to last at least another 18 months.</p><p style=\"text-align: left;\">Where once commentators spoke of an &#34;Nvidia tax,&#34; it has been replaced for large tech companies such as Apple with a &#34;Micron tax&#34; -- or at least a memory toll, as Micron&#39;s South Korean rivals are reaping similar rewards. U.S. investors wanting to spread their bets on the memory boom will soon have the option of also investing in <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> as it plans to list American depositary receipts next month.</p><p style=\"text-align: left;\">But Nvidia also provides a cautionary tale for Micron shareholders. While still the leading AI chip supplier, Nvidia&#39;s stock has been an underperformer this year. A flood of new AI processors is disrupting what had once been a quasi-monopoly and the competition shows no signs of slowing -- just this week ChatGPT-developer OpenAI unveiled its custom AI chip designed with Broadcom, while Qualcomm announced supply deals with Microsoft and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>.</p><p style=\"text-align: left;\">Will Big Tech also seek to undermine Micron and its South Korean peers? Micron is taking pre-emptive action by locking in long-term supply deals with fixed price ranges, hoping to keep its big customers on side. But companies such as Microsoft and Google-parent Alphabet are under stock market pressure to show they can control their AI spending, which means at the very least they will be investigating ways to reduce the amount they are paying to Micron.</p><p style=\"text-align: left;\">Micron has taken the AI stock crown. But as Nvidia has found, being on top makes you a target.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron is the New Nvidia, it Just Changed the AI Game</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron is the New Nvidia, it Just Changed the AI Game\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-25 23:07</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Move over <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, there&#39;s a new chip champion in town. Memory-chip maker Micron Technology has taken its title as the primary beneficiary of the huge wave of spending on artificial-intelligence infrastructure. Now the question is whether it can keep it.</p><p style=\"text-align: left;\">Micron&#39;s earnings figures were just as mind-blowing as Nvidia&#39;s most impressive quarters. Managing to quadruple revenue with gross margins of 85% is a rare feat. And Micron insists it&#39;s not a one-off, with the memory-chip shortage set to last at least another 18 months.</p><p style=\"text-align: left;\">Where once commentators spoke of an &#34;Nvidia tax,&#34; it has been replaced for large tech companies such as Apple with a &#34;Micron tax&#34; -- or at least a memory toll, as Micron&#39;s South Korean rivals are reaping similar rewards. U.S. investors wanting to spread their bets on the memory boom will soon have the option of also investing in <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> as it plans to list American depositary receipts next month.</p><p style=\"text-align: left;\">But Nvidia also provides a cautionary tale for Micron shareholders. While still the leading AI chip supplier, Nvidia&#39;s stock has been an underperformer this year. A flood of new AI processors is disrupting what had once been a quasi-monopoly and the competition shows no signs of slowing -- just this week ChatGPT-developer OpenAI unveiled its custom AI chip designed with Broadcom, while Qualcomm announced supply deals with Microsoft and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>.</p><p style=\"text-align: left;\">Will Big Tech also seek to undermine Micron and its South Korean peers? Micron is taking pre-emptive action by locking in long-term supply deals with fixed price ranges, hoping to keep its big customers on side. But companies such as Microsoft and Google-parent Alphabet are under stock market pressure to show they can control their AI spending, which means at the very least they will be investigating ways to reduce the amount they are paying to Micron.</p><p style=\"text-align: left;\">Micron has taken the AI stock crown. But as Nvidia has found, being on top makes you a target.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2646871976","content_text":"Move over Nvidia, there's a new chip champion in town. Memory-chip maker Micron Technology has taken its title as the primary beneficiary of the huge wave of spending on artificial-intelligence infrastructure. Now the question is whether it can keep it.Micron's earnings figures were just as mind-blowing as Nvidia's most impressive quarters. Managing to quadruple revenue with gross margins of 85% is a rare feat. And Micron insists it's not a one-off, with the memory-chip shortage set to last at least another 18 months.Where once commentators spoke of an \"Nvidia tax,\" it has been replaced for large tech companies such as Apple with a \"Micron tax\" -- or at least a memory toll, as Micron's South Korean rivals are reaping similar rewards. U.S. investors wanting to spread their bets on the memory boom will soon have the option of also investing in SK Hynix as it plans to list American depositary receipts next month.But Nvidia also provides a cautionary tale for Micron shareholders. While still the leading AI chip supplier, Nvidia's stock has been an underperformer this year. A flood of new AI processors is disrupting what had once been a quasi-monopoly and the competition shows no signs of slowing -- just this week ChatGPT-developer OpenAI unveiled its custom AI chip designed with Broadcom, while Qualcomm announced supply deals with Microsoft and Meta Platforms.Will Big Tech also seek to undermine Micron and its South Korean peers? Micron is taking pre-emptive action by locking in long-term supply deals with fixed price ranges, hoping to keep its big customers on side. But companies such as Microsoft and Google-parent Alphabet are under stock market pressure to show they can control their AI spending, which means at the very least they will be investigating ways to reduce the amount they are paying to Micron.Micron has taken the AI stock crown. 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