NVIDIA has publicly acknowledg

NVIDIA has publicly acknowledged that the main cost pressure behind maintaining its ~75% gross margin comes from HBM (High Bandwidth Memory).

Meanwhile, Amazon has reportedly raised its 2026 capital expenditure target to $200 billion, signaling massive investment by hyperscalers. Their hunger for memory is reshaping the entire bill of materials (BOM) for AI infrastructure.

Micron Beats with 81% Margin Goal, But Capex Triggers a 6% Slide?

With margins hitting 81%, has Micron reached its "cyclical peak" for this AI super-cycle? Is the $10B additional spend for FY2027 a visionary bet on HBM dominance, or a repeat of past oversupply mistakes?

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