Micron is posting higher operating margins than Nvidia as AI demand shifts scarcity toward memory bandwidth, says Shay Boloor. Takeaway: in the AI buildout, mem

BWB News TV • 2026-08-15 15:52 UTC • By Billy Odell Tucker-Robinson

Micron is posting higher operating margins than Nvidia as AI demand shifts scarcity toward memory bandwidth, says Shay Boloor. Takeaway: in the AI buildout, memory is becoming a bigger constraint than compute design.

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