Micron CEO Sanjay Mehrotra on why memory is essential for AI

Bullish Gator

Micron CEO Sanjay Mehrotra tells Jim Cramer that investment in memory is critical to make AI smarter.

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What stands out

Micron Chairman and CEO Sanjay Mehrotra told Jim Cramer on CNBC that "without memory, you can't make AI smarter." It is a short sentence with big implications: AI systems grab headlines, but memory chips, DRAM and NAND, are the plumbing that determines how much AI can scale. For investors, that framing matters because it redirects attention from flashy accelerators to capacity, pricing, and long lead times where Micron is both exposed and positioned to benefit if AI spending keeps growing.