OpenAI CEO Sam Altman argued that memory chips in personal laptops are underused and should be centralized in data centers to maximize efficiency amid tight supply. This perspective challenges the trend of AI-ready PCs running models locally and could shift demand toward cloud memory, benefiting companies like Micron that serve data centers. However, PC demand is currently weak, and memory supply discipline remains uncertain, posing risks to this shift. Investors should watch Micron's upcoming earnings for signs of revenue shifts between mobile and data center segments.
Micron Technology, a key player in data center memory, is currently priced at USD 884.74 on Pluang, down 5.30% in one day. The stock's market cap stands at $1.00 trillion, with balanced order activity at 50% sell and 50% buy. These figures reflect investor caution as of Oct 31, 2026, 21:01 WIB.
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