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This article by Adam Tooze in the Chartbook Newsletter explores how NVIDIA has influenced Micron Technology's strategic shift toward artificial intelligence (AI). While Micron remains a key player in traditional memory markets, the AI revolution has prompted significant strategic adjustments. NVIDIA

This article explores how NVIDIA's dominant position in the AI sector prompted Micron Technology to shift from a traditional memory supplier to a key player in the AI chip market. As AI data centers evolved, memory became a critical bottleneck, transforming from a commodity to specialized high-bandw