$Micron Technology(MU)$ The AI

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$Micron Technology(MU)$ The AI infrastructure story might be shifting toward the optical layer. A lot of people seemed to catch the big memory run with names like MU, and now attention looks to be turning to the networking side of things.

As AI data centers move from 800G toward 1.6T+ networking, demand for faster and more efficient optical solutions could accelerate into 2027. AAOI earnings might be a key signal for the sector.

My current optics watchlist:

SIVE – Silicon Photonics

POET – Optical AI connectivity

CRDO – High-speed networking solutions

MRVL – Custom AI silicon & connectivity

Memory was one of the biggest AI winners. Now I'm watching whether optics becomes the next major AI infrastructure trade of 2027.

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