Jensen Huang from Nvidia emphasized that as AI technology moves towards users, the demand for memory and storage from companies like Micron will increase significantly.
Micron's essential role in memory and storage may appear overlooked in discussions typically focused on accelerators and data-crunching technologies like those offered by Nvidia.
Increasing RAM on edge devices is critical as AI applications move closer to users, allowing for improved performance in devices like automobiles and smartphones.
Huang's insights illustrate that while the spotlight is on companies like Nvidia and Palantir, Micron’s advancements in memory are poised to be crucial for future AI developments.
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