Part 6/15:
One of the key players in this supply chain is Micron Technology (ticker: MU). While Nvidia and AMD often garner headlines for their graphics processing units, Micron specializes in high-performance memory technology that makes modern AI models feasible. Every large language model, inference, and AI computation depends on high-speed memory modules. Micron’s recent innovation, HBM 3 memory, now powers Nvidia’s cutting-edge GPUs like the H200 and upcoming Blackwell chips. These modules deliver over 9.2 Gbps per second and boast 30% better energy efficiency than competitors— enabling faster AI training and reducing operational costs.