AdamDavis
2021-11-15

$(MU)$ is a strategic partner of $(NVDA)$ (not a commodity). NVDA uses their DRAM and NAND. Example: "With unprecedented speed of GDDR6X, Micron delivered tomorrow’s memory technology today, and it’s at the heart of NVIDIA GeForce RTX 3090 and 3080 GPUs — helping us deliver rich, realistic, cinematic user experiences,” Fisher SVP GPU BU, NVDA. “Building on history of collaboration that started with GDDR5, we’re thrilled to have reinvented the memory/GPU interface with MU, setting new bar for high-performance, high-resolution gaming.” “Unlike traditional memory, GDDR6X has unparalleled data rates that can keep pace with gaming innovation and data-hungry applications," Eby SVP-GM Compute & Networking BU, MU. AAPL needs MU. Helps NVDA AI. Early MSFT partner Internet Security.

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