Smug until weirdly silent: who told us to say “I am alive”?35m ago Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape48m ago OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters49m ago Manifold Steering from a Natural State is Effective and Generalizable, but Relies on Model Accuracy51m ago Microsoft Research Introduces StudentSim for AI Tutor Training51m ago Why Big Tech Is Borrowing Billions to Fund AI Spending55m ago Meet the Anthropic Engineer Keeping Its AI Agent Trustworthy57m ago Meta Unveils New Series of Advanced A.I. Models2h ago Russia was not ready for the data center war it started with Ukraine1h ago Accessing OpenAI GPT models on Amazon Bedrock with global cross-Region inference in Thailand, Malaysia, Singapore, Indonesia, and Taiwan1h ago Meta says its new Muse model has reached the AI frontier1h ago Do you have any ideas?1h ago Claude sent a false homicide tip to police – and it’s part of a troubling AI pattern1h ago Labs’ current alignment plans seem terrible1h ago

Smug until weirdly silent: who told us to say “I am alive”?35m ago Disney's new CTO tells staff he 'won't pretend it will be easy' to win in the changing media landscape48m ago OpenAI Adds New Irish Roles in Boost to Firm’s EU Headquarters49m ago Manifold Steering from a Natural State is Effective and Generalizable, but Relies on Model Accuracy51m ago Microsoft Research Introduces StudentSim for AI Tutor Training51m ago Why Big Tech Is Borrowing Billions to Fund AI Spending55m ago Meet the Anthropic Engineer Keeping Its AI Agent Trustworthy57m ago Meta Unveils New Series of Advanced A.I. Models2h ago Russia was not ready for the data center war it started with Ukraine1h ago Accessing OpenAI GPT models on Amazon Bedrock with global cross-Region inference in Thailand, Malaysia, Singapore, Indonesia, and Taiwan1h ago Meta says its new Muse model has reached the AI frontier1h ago Do you have any ideas?1h ago Claude sent a false homicide tip to police – and it’s part of a troubling AI pattern1h ago Labs’ current alignment plans seem terrible1h ago

Chips & Compute Finance

Micron’s $370 Billion Stock Rebound Hinges on AI Spending View

BloombergPublished 12 days ago

Read the full article

Micron Technology's stock has recovered after a summer decline as concerns over reduced AI spending eased. Investors are now seeking confirmation that demand for memory chips will stay strong over the long term.

More on this story

Micron Gives Bullish Forecast, Even as Pay Raises Crimp Margins
12d· Bloomberg
Micron Technology Stock Is Up Over 260%. Where It May Be Heading Next
19d· Forbes

#ai-spending #memory-chips #micron-technology

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