Everyone talks about $NVDA GPUs. But the next phase of AI infrastructure may increasingly become a MEMORY story. $MU is pushing DDR5 server memory toward higher

Everyone talks about $NVDA GPUs. But the next phase of AI infrastructure may increasingly become a MEMORY story. $MU is pushing DDR5 server memory toward higher capacity, higher bandwidth and substantially better power efficiency. Micron’s current 1-gamma DDR5 RDIMM platform can already reach 9,200 …