# Why Wall Street thinks US memory maker Micron is the next Nvidia

> **Platform:** [SPIDITS AI](https://spidits.com/) — Real-Time AI News & Market Intelligence  
> **Published:** 2026-06-24T00:05:37.000Z  
> **Category:** INFRASTRUCTURE  
> **Impact Score:** 190/100  
> **Primary Source:** [AWS ML Blog](https://aws.amazon.com/blogs/machine-learning/optimize-model-training-on-amazon-sagemaker-ai-with-nvidia-blackwell)  
> **Canonical Citation:** [https://spidits.com/timeline/why-wall-street-thinks-us-memory-maker-micron-is-the-next-nvidia](https://spidits.com/timeline/why-wall-street-thinks-us-memory-maker-micron-is-the-next-nvidia)

## Executive 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.

## Key Entities & Companies
- **OpenAI**
- **NVIDIA**

## Referenced Coverage & Sources
- **[TechCrunch AI](https://techcrunch.com/podcast/openais-jalapeno-chip-is-big-techs-spiciest-move-away-from-nvidia)**: OpenAI's Jalapeño chip is Big Tech's spiciest move away from Nvidia — _Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with..._
- **[TechCrunch AI](https://techcrunch.com/video/why-everyone-from-openai-to-spacex-is-building-their-own-chips-and-turning-up-the-heat-on-nvidia)**: Why everyone from OpenAI to SpaceX is building their own chips (and turning up the heat on Nvidia) — _Nvidia has dominated the AI chip market for years, but the era of total dependence might be ending. OpenAI just shared its plans to spice things up with..._
- **[AWS ML Blog](https://aws.amazon.com/blogs/machine-learning/optimize-model-training-on-amazon-sagemaker-ai-with-nvidia-blackwell)**: Optimize model training on Amazon SageMaker AI with NVIDIA Blackwell — _This post shows you how to configure training jobs on Amazon SageMaker AI to get the most out of Blackwell's architecture on AWS. You learn how to select..._
- **[NVIDIA Blog](https://blogs.nvidia.com/blog/nvidia-aws-ai-production-scale)**: NVIDIA and AWS Collaborate to Bring AI to Production at Scale — _Building AI systems at scale is demanding, requiring low-latency inference, fast vector search, strong GPU price-performance and infrastructure that can grow..._

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*Synthesized by SPIDITS AI Market Intelligence Desk. Track live AI news, model releases, and funding: [https://spidits.com](https://spidits.com)*