$MU Jim Cramer with @MicronCEO. It took him long enough but he finally said it. "It [memory] is no longer a commodity." "Without memory, AI cannot get smarter." "It cannot get faster." "It cannot scale." "AI is generating a massive volume of context, and all of that context has to be stored and processed through memory." "AI is now pulling the entire memory hierarchy along with it, from HBM to DRAM to SSDs." "This is the most exciting era memory has ever seen."
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