MoneyThe story, in brief
Micron almost quadruples its revenue thanks to AI’s insatiable demand for memory chips
Micron's Q4 earnings: $33.42 EPS crushes estimates as AI memory demand shows no sign of cooling.
The KeyNews take
Why it matters
Memory chip demand from AI infrastructure buildout is sustaining at scale. Enterprise AI deployment and model training are locked into memory-intensive workloads — a concrete economic signal that the agentic shift is real infrastructure spend, not hype.
The key facts
5 to knowMicron Q4 FY2026 EPS: $33.42, beat $31.61 consensus
Revenue nearly quadrupled (no exact baseline given in excerpt)
Earnings driven by AI infrastructure memory demand
No stated slowdown in AI-related chip orders
Published Sep 30, 2026
Go to the source
SiliconAnglesiliconangle.com
Publisher excerpt: Memory chipmaker Micron Technology Inc. predictably delivered another blowout quarter in its latest financial results, with no sign of a slowdown in the demand for artificial intelligence infrastructure. The company reported fiscal fourth-quarter earnings before certain costs such as stock…