When discussing AI, almost everyone thinks of GPUs. However, I'll be paying close attention to Micron (MU)'s earnings report on March 18th. The reason is the surge in AI computing power demand. Besides GPUs, memory will likely also benefit from this surge! After doing some research, I found that the currently popular HBM (High-Bandwidth Memory) is practically standard equipment for AI GPUs. The larger the model and the higher the computing power, the greater the demand for memory. Key points from Micron's earnings report are as follows: 1.HBM Has demand continued to explode? 2. Data center memory order status Interestingly, Micron's earnings report comes right after the NVIDIA GTC conference. For those following US AI stocks, don't miss this exciting week! US Stock Trading Link 🔽 msx.com/?code=lLQN19 #dyor #ad #NotInvestmentAdvice #MSX #McDonald's $MU.M

It feels like AI storytelling has already seen one round of growth, and the next round will likely start with GPUs. It's uncertain whether the demand has kept up with this round, and it's unclear whether the pullback has ended.