Jensen Huang Highlights AI Memory Bottleneck at CES 2026; Micron and Sandisk Outperform Nvidia
Nvidia CEO Jensen Huang highlighted the growing memory demands of artificial intelligence during his speech at CES 2026. Since then, stocks for Micron Technology (MU) and SanDisk (SNDK) have outperformed Nvidia's stock as demand for AI-related memory solutions has surged.
Topics: AI memory demand Micron Technology Nvidia insights Sandisk