Perplexity AI co-founder and CEO Aravind Srinivas has predicted that semiconductor giant Micron Technology Inc.
(NASDAQ:MU) could soon surpass Meta Platforms Inc.
(NASDAQ:META) in market capitalization.
Srinivas argues that global tech dominance is shifting entirely toward hardware providers, explaining that severe physical supply chain constraints have become the primary factor determining Wall Street's biggest artificial intelligence winners.
Capitalizing On Hardware Choke Point Speaking in a recent podcast with Harry Stebbings, Srinivas explained that software platforms and AI models are facing rapid commoditization, shifting true economic leverage back to physical infrastructure.
