NVIDIA just absorbed the orchestration software running half the world’s supercomputers and dropped open models designed to power AI agent armies, pretty much vertical integration on steroids. Meanwhile, Micron’s about to report earnings into a memory market so tight that analysts are falling over themselves to slap $300 targets on the stock. The AI infrastructure buildout isn’t slowing down; it’s getting more concentrated. — Let’s Chip In.
NVIDIA Eats the Stack While Micron Counts the…
NVIDIA just absorbed the orchestration software running half the world’s supercomputers and dropped open models designed to power AI agent armies, pretty much vertical integration on steroids. Meanwhile, Micron’s about to report earnings into a memory market so tight that analysts are falling over themselves to slap $300 targets on the stock. The AI infrastructure buildout isn’t slowing down; it’s getting more concentrated. — Let’s Chip In.