The next AI bottleneck isn’t GPUs

Chip stocks have been on a tear this year. The sock semiconductor ETF up nearly 60% since January as AI drives demand growth throughout the entire industry, not just Nvidia's GPUs. You know, finance senior reporter Nezra joins me now with more.And Nez, let's talk Micron, which has been on this remarkable run. It's a rocket ship. What explains that run.>> Yeah, I mean Micron is part of the semiconductor trade that has been really leading uh this rally. Uh and it's a memory uh chip company. They started shipm ...