Cómo Micron y sus rivales están usando acuerdos con compañías de IA para estabilizar el ciclo de auge y caída de la RAM

Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle

Micron locked $22B in five-year take-or-pay deals with Nvidia, shifting memory from commodity to strategic supplier for AI datacenters. For CTOs, this signals demand durability but locks multi-year capex—volatility returns if AI adoption stalls or demand softens.