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Posted On: October 9th 2026, 06:49 pm
Micron sold $54.2B of chips last quarter, and 63% went to data centers.
Four of the biggest AI builders (Amazon, Microsoft, Google and Meta) plan to spend about $730B this year. A lot of that goes to AI chips, and every AI chip needs memory right beside it.
Micron has 26 long-term deals, $32B committed by customers, and over 75% of next year’s output already committed. The catch: those buyers need AI to pay off.
That’s part three, the end of the Micron series. Which stock should I cover next? Comment below 👇
#micron #stocks #semiconductors #ai #investing
General information only. Not financial advice.
Four of the biggest AI builders (Amazon, Microsoft, Google and Meta) plan to spend about $730B this year. A lot of that goes to AI chips, and every AI chip needs memory right beside it.
Micron has 26 long-term deals, $32B committed by customers, and over 75% of next year’s output already committed. The catch: those buyers need AI to pay off.
That’s part three, the end of the Micron series. Which stock should I cover next? Comment below 👇
#micron #stocks #semiconductors #ai #investing
General information only. Not financial advice.
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