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

Odaily Planet Daily News: In response to the community discussion on the "Micron vs. Nvidia" debate, Citrini Research analyst Jukan posted on platform X, stating, "While MU (Micron) is not Nvidia, its future importance may surpass that of 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 during inference due to memory bottlenecks. For inference, increasing memory holds higher value. The return on investment for inference ultimately depends on memory, not GPUs. Therefore, why is everyone still focused on getting Micron through Nvidia's framework? You need to think more comprehensively. Inference is memory."