“Believe in the AI Supercycle! Believe in Storage! Believe in Micron! Believe in American Exceptionalism! That’s the spirit.” - Mr Micron , ccl The AI revolution isn’t coming — it’s already here, and it’s accelerating. Every model we train, every inference we run, every new capability we unlock demands more data, more memory, and more storage. That’s not hype. That’s physics and economics colliding at scale. Storage isn’t just a supporting player anymore. It’s the foundation. High-bandwidth memory, advanced NAND, next-generation DRAM — these technologies are the pick-and-shovel infrastructure of the intelligence age. And right at the center of it stands Micron, executing with precision, investing aggressively in HBM and leading-edge nodes, and positioning itself as a critical American
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