Crucial is a casualty of AI's hunger for RAM
Engadget1 day
Micron Exits Consumer RAM Market
Is Micron's pivot to AI a smart strategic move, or a betrayal of loyal consumers that will drive up RAM prices further?
Above: The Micron logo displayed in China. Image credit: Sheldon Cooper/SOPA Images/LightRocket/Getty Images
The Spin
Narrative A
This is a smart business alignment with explosive AI data center growth. Concentrating resources on enterprise customers in faster-growing segments will strengthen long-term performance and create real value for strategic partners. After 29 successful years, this portfolio transformation positions Micron to capitalize on secular growth opportunities where demand is surging.
Narrative B
Micron's abandonment of consumers after three decades to chase AI profits is a betrayal of millions of loyal customers and PC enthusiasts. RAM prices have already skyrocketed 500% due to AI demand, and losing a major supplier will only make affordable PC building harder. This decision prioritizes corporate AI experiments over everyday people.
Metaculus Prediction
There's a 15% chance that data centers will consume more than 10% of global electricity usage for the year 2030, according to the Metaculus prediction community.
Go Deeper
Articles on this story
© 2025 Improve the News Foundation. All rights reserved.Version 6.18.0
© 2025 Improve the News Foundation.
All rights reserved.
Version 6.18.0