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.
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.
There'sThis is a 15%smart chancebusiness thatalignment with explosive AI data centerscenter growth. Concentrating resources on enterprise customers in faster-growing segments will consumestrengthen morelong-term thanperformance 10%and ofcreate globalreal electricityvalue usage for thestrategic yearpartners. 2030After 29 successful years, accordingthis portfolio transformation positions Micron to thecapitalize Metaculuson predictionsecular communitygrowth opportunities where demand is surging.
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.
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.
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