Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.

The artificial intelligence (AI) revolution started with a scramble for processing power, as graphics processing units (GPUs) from Nvidia (NASDAQ: NVDA) powered large language model training. Although GPUs remain top of mind for hyperscalers, demand has also begun to shift toward custom application-specific integrated circuits (ASICs) designed by Broadcom.Now, the bottleneck has moved downstream to memory chips. Micron Technology (NASDAQ: MU) stands at the center of this market. The company designs and manufactures DRAM and high bandwidth memory (HBM) stacks that sit on top of GPUs. Equally important is Sandisk (NASDAQ: SNDK), which focuses on NAND flash storage and enterprise solid-state drives (SSDs).Both companies have delivered extraordinary returns during the past year: Micron shares have surged more than 600%, while Sandisk's have multiplied by nearly 2,800%. But what if I told you there is another memory pure play that may offer even more compelling upside and the potential to mirror Nvidia's transformative run?Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool