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Micron Technology (MU) remains one of the most exciting beneficiaries of the AI infrastructure boom for me. OpenAI's GPT-6 Astra was trained with over 100,000 Grace-Blackwell GPUs. According to NVIDIA CEO Jensen Huang, another 400,000 GPUs are set to go online next. Such clusters require enormous amounts of HBM to quickly supply the accelerators with data. At the same time, Astra is shifting AI from single prompts to longer, autonomously working agents. Their many model calls and tokens also increase the demand for computing power and memory bandwidth...
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