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Why Wall Street thinks US memory maker Micron is the next Nvidia
Summary
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.
Why It Matters
Expands physical compute availability or optimization software for training larger AI networks.
Referenced Coverage & Sources
Why Wall Street thinks US memory maker Micron is the next Nvidia
TechCrunch AI•Jun 28, 2026
OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia
TechCrunch AI•Jun 26, 2026
Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia)
TechCrunch AI•Jun 26, 2026
Optimize model training on Amazon SageMaker AI with NVIDIA Blackwell
AWS ML Blog•Jun 25, 2026
NVIDIA and AWS Collaborate to Bring AI to Production at Scale
NVIDIA Blog•Jun 24, 2026
NVIDIA Powers Over 400 of the World's 500 Fastest Supercomputers
NVIDIA Blog•Jun 23, 2026
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