Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he...
It’s definitely barreling towards us… I’m hoping it’s a disatrous OpenAI IPO that does it, because it’s easy enough to understand, but it will probably be a chain reaction starting from some minor event that is gonna take a 5-hour Youtube to fully explain.
I wish Jenny Nicholson was on this beat.