Nvidia dominates AI accelerators and drives massive data-center revenue growth, but faces China access limits and margin sustainability risks through 2030.
Micron Tumbles Despite Phenomenal Q4 -- Here's Why the AI Stock Is a Buy Now
Micron's fiscal Q4 2025 revenue surged 46% to $11.32 billion, driven by AI data-center demand, with guidance forecasting continued strong growth and margins above 50%.