AI demand is off the charts, says Bernstein's Stacy Rasgon

Stacy, did Micron sound the allcle back on the AI semiconductor train. >> I I mean, look, so um I won't comment on Micron as a stock. My colleague covers it.How however I I mean like we've seen memory prices going up, you know, a gazillion% every single day because supply is very tight and prices have gone and we saw that in their results. And why is supply tight. Big reason of it is because AI demand is off the charts.like you've got tons of demand for what's called high bandwidth memory. This is the type ...