The disruptive technological revolution driven by AI will benefit Nvidia, followed by Micron Technology and SanDisk.
Micron is a leader in all categories of storage (DRAM + HBM + NAND) and a core player in AI computing power; SanDisk is a pure NAND flash memory expert (consumer + enterprise SSDs).
Jensen Huang stated that AI is the second most significant technological revolution after electricity and the internet, with hundreds of billions of dollars already invested in infrastructure globally, and trillions more to be invested in the future.
