Micron's strategic pivot away from consumer products represents 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.
Abandoning consumers after three decades to chase AI profits represents a betrayal of millions of loyal customers and PC enthusiasts. RAM prices have already skyrocketed 500 percent 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 trying to upgrade their computers.
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