Jensen Huang Highlights Memory Bottleneck in AI at CES 2026; Micron and Sandisk Outperform Nvidia

Nvidia CEO Jensen Huang emphasized the growing demand for memory in artificial intelligence during his speech at CES 2026. Since then, stocks of Micron Technology (NASDAQ: MU) and SanDisk (NASDAQ: SNDK) have outperformed Nvidia's stock as AI-driven memory needs continue to rise.

By Jack Delaney, The Motley Fool Sat, July 18, 2026 at 10:42 PM GMT+3 4 min read · Yahoo Finance ·

Jensen Huang Highlights Memory Bottleneck in AI at CES 2026; Micron and Sandisk Outperform Nvidia

Tickers: $MU $NVDA $SNDK

Topics: AI memory demand Micron Nvidia Sandisk

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