Investors Eye MU Value Play with NVDA Partnership

Among other projects announced by Nvidia (NVDA) at CES 2025, the company's RTX-50 gaming chips will use memory supplied by Micron (MU). The partnership gave a pop to Micron's stock even as Nvidia sold off. Caroline Woods talks about the potential A.I. value play investors are making off the recent development.
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[@jacksonodhiamboonyukah.6853]

Good network for the two.

[@wanderingquestions7501]

Only twice memory speeds since last model? I would expect 5 - 10 x speed increases. Just twice?

[@braven07]

At the break neck speeds it is already running at, it gets harder and harder to achieve additional 5-10x due to limitations in physics.