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Jack Delaney, The Motley Fool
Sat, July 18, 2026 astatine 2:42 PM CDT 4 min read
CES, held annually successful January, is 1 of the astir important commercialized shows wherever tech companies spell to unveil innovations and showcase bold ideas for the future.
At the 2026 event, Nvidia CEO Jensen Huang offered thing that has been conscionable arsenic impactful: his insights astir the increasing representation needs of artificial quality (AI). And based connected wherever the banal prices of Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) person gone since then, his recognize of the concern was close connected the money.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
The AI representation crunch
Large connection models are being asked to present connected requests promptly, but there's besides a increasing anticipation that these tools volition sphere users' older requests and conversations arsenic clip savers to supply discourse for the caller ones. That requires progressively higher representation capableness successful the information centers that powerfulness those AIs, which Huang alluded to successful his January CES speech:
We would similar this AI to enactment with america our full lives and retrieve each azygous speech we've ever had with it, right? Every azygous lick of probe that I've asked for. Of course, the fig of radical sharing the supercomputer volition proceed to grow. And so, this discourse memory, which started retired fitting wrong an HBM, is nary longer ample enough.
Over the past year, arsenic Micron and Sandisk person kept reporting surging gross figures successful their respective quarterly reports, Huang's penetration connected the expanding request for representation and retention for AI has proven true.
AI boosts gross
In Micron's fiscal 2026 3rd quarter, it reported full gross of $41.4 billion, which was a important summation for the company; its full-year gross successful 2025 was conscionable $37.3 billion. That accelerated gross maturation is acknowledgment to its unreality and information halfway divisions.
Data source: Micron.
Sandisk's apical enactment is smaller than Micron's, but it's inactive increasing significantly. Its full gross successful its fiscal 2026 3rd 4th was $5.9 billion, up 251%. Its information halfway and borderline divisions (providing representation retention for things similar drones and car sensors) person been cardinal gross drivers.
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