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美光CEO称AI重塑存储周期,股价涨5.6%

Micron CEO Says AI Rewrote Memory’s Boom and Bust Cycle as MUB Gains 5.6%

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Micron Technology CEO Sanjay Mehrotra says artificial intelligence is fundamentally changing the economics of the memory industry, turning memory from a frequently oversupplied component into strategic computing infrastructure. His comments coincided with a strong session for Micron, although there is insufficient evidence to attribute the rally entirely to the interview.

美光科技首席执行官桑杰·梅赫罗特拉表示,人工智能正在从根本上改变存储行业的经济格局,使存储从一种经常供过于求的组件转变为战略性的计算基础设施。他的评论与美光股价的强劲表现不谋而合,尽管目前尚无充分证据表明此次上涨完全归因于该采访。

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