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.
Topics: AI memory demand Micron Nvidia Sandisk