Issue 2026-09-19 · Industry · 市场 · 芯片

Nvidia vs. Micron: AI stock picks for 2027

Nvidia vs. Micron: AI stock picks for 2027

A Motley Fool comparison of AI stocks Nvidia and Micron notes Nvidia's $5.3 trillion valuation versus Micron's $1.1 trillion, with Micron DRAM chips used in Nvidia GPUs. It cites forecasts that the big five hyperscalers will spend nearly $800 billion on data center capex in 2026 and $1.3 trillion in 2027, while warning Micron's memory price gains may fade as new supply comes online.

The Motley Fool21 h ago
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