Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry

Micron CEO Sanjay Mehrotra's 'reminder' to everyone investing in AI and calling it 'big': Right now, there is…

Micron CEO positions memory as strategic AI infrastructure while demand exceeds supply by 50%. For IT leaders, memory emerges as the critical deployment chokepoint, justifying long-term supply contracts as essential infrastructure capex alongside GPU procurement.