MICRON TECHNOLOGY INC
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Micron and SanDisk have both risen sharply, but the article says their AI-related drivers differ. It argues Micron is more tied to high-bandwidth memory and AI infrastructure demand, with stronger margins, while Sandisk is linked to a NAND storage recovery. The piece frames the decision as which stock’s upside is supported by stronger current fundamentals.
22V Research’s Jordi Visser says the AI buildout is constrained by physical infrastructure rather than software, citing only 12%–18% of an estimated $8 trillion capex cycle completed. He flags bottlenecks in memory, cooling, copper/fiber, substations and power. He warns of revenue-recognition risk from large backlogs and says investors should focus on platform/connectivity and power-related names over memory.
Iren CEO Daniel Roberts told Bloomberg Tech that building a gigawatt AI data center could take until 2030 to get compute online. He said utilities may require 18–24 months just to confirm power capacity, making grid interconnection a key bottleneck. The article notes Nvidia’s fiscal 2026 revenue rose to $215.9B amid GPU demand.
