#ai-memory

#ai-memory

In an X post on Monday, Mustafa Suleyman, CEO of the company's AI division, announced that those individual memory preferences will, in turn, shape the chatbot's future responses. For example, you can now ask Copilot to remember that you're vegetarian, so that it takes that dietary restriction into account when responding to your later requests for local restaurant recommendations.

The chipmaker's pivotal role in supplying high-bandwidth memory (HBM) and storage solutions for AI data centers positions it for explosive growth without the hype. While Nvidia dominates GPUs, Micron fuels the backbone DRAM and NAND chips essential for AI training and inference, where data volume is exploding. This under-the-radar status has kept its valuation attractive, with a forward P/E of just 12 and a price-to-earnings-to-growth (PEG) ratio of a minuscule 0.22, signaling significant undervaluation amid AI's boom.