Key Points Nvidia dominates the AI infrastructure market, and it benefits from a durable competitive advantage in its full-stack ecosystem that spans hardware and software. Micron is the third-largest supplier of DRAM, HBM, and NAND flash memory, but it lacks a durable competitive advantage because memory chips are commodities. Micron stock declined more than 25% from its high on five occasions in the past decade, a clear sign that the memory chipmaker operates in a cyclical industry. 10 stocks we like better than Nvidia › In 2025, Nvidia (NASDAQ:NVDA) became the first company to achieve a $5 trillion market cap as the artificial intelligence (AI) boom drove its business to new heights.
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