The A.I. Daily
Micron AI memory sold out through 2026 with $100B in contracts
Amid bubble fears and a broad AI sell-off, The Motley Fool highlights Micron, Astera Labs and Vertiv. Micron's high-bandwidth memory is sold out through 2026, with roughly $100 billion in take-or-pay contracts and $22 billion in customer deposits, yet it still can't meet over half of demand; the other two posted strong growth and raised guidance. All carry risk if AI capex slows.