Micron Stock And 2 AI Infrastructure Picks After Amazon AWS Growth - simplywall.st

Following Amazon's AWS reporting Q2 revenue of $20.061 billion, up 37% year-on-year and exceeding forecasts, cloud computing and AI infrastructure have re-entered investor focus. This surge in demand ... Read original →

AWS's robust Q2 revenue growth has reignited investor focus on AI infrastructure, directly boosting demand for DRAM and NAND flash chips. Micron, as a key supplier, benefits from strong margins and long-term contracts, yet remains vulnerable to memory cycle volatility. Everspin’s MRAM tech holds promise but suffers from limited scale and concentration risk. Nuix gains from cloud adoption but faces ongoing legal and retention hurdles. Geopolitical tensions, especially between the U.S. and China, are reshaping global semiconductor supply chains, with Taiwan, China playing a pivotal role in manufacturing. Over the next 12–24 months, the surge in AI training and inference will accelerate demand for high-bandwidth memory and next-gen storage, intensifying industry consolidation and competitive dynamics.