Micron Cited in Nvidia’s ‘Insane’ AI ROI Pitch; 7,800% Decade Rally Warned as Cyclical Risk
MU•Jensen Huang praised Micron as a key AI memory chip partner at a Taipei event, citing “insane” ROI from AI investments. Micron’s shares have risen 7,800% over the past decade on high-bandwidth memory breakthroughs, but the market remains cyclical and risks overproduction downturns.
1. Nvidia CEO Praises Micron's AI Role
At a private Taipei forum, Jensen Huang highlighted the “insane” returns on AI investments and specifically named Micron Technology as a crucial memory chip supplier. He emphasized that partnerships with companies like Micron have helped reset ROI expectations, driving unprecedented value creation in data center and AI infrastructure.
2. Decade-Long Rally Fueled by High-Bandwidth Memory
Micron’s share price has surged roughly 7,800% over the last ten years, propelled by its leadership in high-bandwidth memory (HBM) technology. This structural advantage underpins AI performance gains but carries cyclical risks as memory markets historically suffer downturns when production outpaces demand.
