Micron CEO: AI has 'totally changed' the equation for the boom-and-bust memory industry
Reported by CNBC · cnbc.com · August 20, 2026
Micron CEO Sanjay Mehrotra said on Thursday that AI has dramatically changed the memory business.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $MU -5.83%
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