Micron Technology, every mention
5 scenes (2026) · ← back to Micron Technology
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every year 2026 anyone Alex Kantrowitz 7Adam Parker 2Ranjan Roy 1David Cahn 1
Verbatim, from the transcripts: the passages where Micron Technology comes up
How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
- ▶ 56:10 David Cahn And then in twenty-twenty-six, you have like SK Hynix, Micron, and Samsung, which are like,
Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
- ▶ 10:07 Alex Kantrowitz A NeoCloud, SanDisk, and Micron, which is like the RAM and the, uh, and the memory, uh, and CoreWeave, another NeoCloud.
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
- ▶ 41:04 Ranjan Roy If you are a retail shareholder of, uh, Micron or like, uh, SpaceX or whatever else, you might get hit more quickly, but I still think a difference and like, what are the, so I think the systemic effects are potentially to the market as a…
Mythos is Back, OpenAI Releases GPT 5.6, Apple’s Price Increases
- ▶ 43:13 Alex Kantrowitz Um, I wrote that Micron's gross margins, Micron's gross margin was 84.9% last quarter, and Apple's was 49.3%. 5 times in the scene
Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
- ▶ 36:13 Alex Kantrowitz The world's three largest memory chip makers, Samsung Electronics, SK Hynix, and Micron Technology, now carry market capitalizations of more than a trillion dollars each, that's 22% above the combined market cap of the world's three most…