Micron & SanDisk Rally; Energy Poised as Next AI Bottleneck

Bullish Gator

AI memory shortages lift Micron and SanDisk; analyst says chip demand remains strong and energy constraints—power supply and infrastructure—could become the next bottleneck for AI growth.

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What stands out

Analyst Brendan Burke says the surge in Micron and SanDisk shares looks like "additional blue sky" for AI memory demand, arguing that a memory shortage has been a clear bottleneck for AI chip supply. He notes that even high-profile warnings from Anthropic and OpenAI executives have not cooled the trade, and he highlights energy, power supply and data-center infrastructure, as the next likely constraint on AI hardware growth. The clip ties a short-term supply squeeze to a deeper, physical-capacity question.