Micron's market dominance driven by memory's essential role in AI

D.A. Davidson technology research head Gil Luria explains why Micron is a different company due to memory's essential role in A.I. on 'Making Money.'

D.A. Davidson technology research head Gil Luria details Micron's transformation, asserting it's a completely different company now. Memory's crucial function in AI, enabling GPUs to produce models more effectively, drives this change. With limited supply from only three high-end producers like Micron, the company maintains market dominance, ensuring strong returns for years.