Episode Details

Micron just shattered records with earnings that quadrupled from last year, hitting $41.5 billion in revenue fueled by AI-driven demand for memory chips. The company calls this a “fundamental change” in its business model, marking five straight quarters of record revenue and projecting $50 billion by year-end. Wall Street reacted strongly, with stock surging nearly 14% after-hours following new multi-year strategic agreements—expected to deliver half of future revenue—with big clients like data centers and automakers. These deals lock in stability amid chip industry volatility. Locally, Micron is scaling up massively, backed by public and private funding, including a second Boise fab, to secure future growth.

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