Google and OpenAI drive surge in demand for AI infrastructure, Micron and Amazon increase investment
The computing power demand of Google and OpenAI has driven the exponential growth of demand for DRAM and NAND memory chips. Micron Technology's stock price has risen sharply and adjusted its strategy to focus on AI data center storage. Amazon plans to invest tens of billions of dollars in OpenAI to support the use of its AI chips, with the intention of challenging Nvidia's chip hegemony. This move marks the intensification of cooperation and competition among giants in the field of AI infrastructure.