Micron (MU) is More Important Than Nvidia! Citrini Analyst Claims AI Model Inference Performance Depends More on Memory Than GPU

Odaily Planet Daily News: Regarding the community-discussed "Micron VS Nvidia" debate, Jukan, an analyst at Citrini Research, posted on X platform, stating, "MU (Micron) may not be Nvidia, but its future importance could surpass Nvidia. Inference is now directly tied to revenue, but improving inference performance is not solely achieved by adding more Nvidia GPUs. GPUs are often underutilized and idle during inference due to memory bottlenecks. For inference, adding more memory offers higher value. The return on investment for inference ultimately depends on memory, not the GPU. Therefore, why are people still focused on obtaining Micron through Nvidia's framework? One needs to think more comprehensively. Inference is memory."