Key Points Nvidia is currently budgeting to spend $279 billion on memory through 2032. Micron and Sandisk are top suppliers of high bandwidth memory, DRAM, NAND, and enterprise solid-state drives. Micron is better positioned to capture infrastructure spend from the hyperscalers given its place in AI chip stacks. 10 stocks we like better than Micron Technology › The artificial intelligence (AI) memory landscape is in the middle of a messy, albeit very profitable, squeeze. Training runs are getting bigger, inference is moving into production, and every new rack of accelerators needs more bandwidth and bits sitting closer to the graphics processing unit (GPU). That is the setup fueling the memory supercycle. The shortage is not a mystery.
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