ChipsThe story, in brief
Why Wall Street thinks US memory maker Micron is the next Nvidia
Wall Street is betting on Micron as the next $3T chip play. Here's why memory makers are suddenly more important than GPU vendors.
The KeyNews take
Why it matters
As AI infrastructure capex accelerates, memory (DRAM/NAND) is becoming the bottleneck. Micron's public listing and supply advantage position it as a critical chokepoint in the AI compute stack—and investors are pricing that in.
The key facts
4 to knowMicron positioned as 'next Nvidia' by Wall Street investors
Focus on US memory maker as AI infrastructure play
Memory (DRAM/NAND) critical to AI data center buildout
Published June 28, 2026 — recent market positioning
Go to the source
TechCrunch AItechcrunch.com
Publisher excerpt: Eager to find more public AI-related companies that may do as well as Nvidia, Wall Street investors think they've found a winner with Micron.