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Jan 20, 2026 12:20 PM

Nvidia's Gain, Your Loss: Micron Confirms 100% Sell-Through to AI Leaders

Micron Technology , Inc. (NASDAQ:MU) Executive VP Manish Bhatia confirmed last Friday that the AI infrastructure boom has triggered an “unprecedented” shortage of memory chips, as production capacity is diverted away from everyday consumer goods to satisfy AI titans. 

The meteoric rise of AI is creating a zero-sum game for the global electronics market. 

MU stock is climbing. See the chart and price action here.

‘Unprecedented' Shortage

The shift to artificial intelligence is so profound that Micron is effectively turning its back on the rest of the electronics market. 

To prioritize enterprise giants like Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NASDAQ:MSFT), Micron announced in December it will ...