Micron and Anthropic lock multi-year Claude memory supply and an equity stake
The deal spans high-bandwidth memory, DRAM, and SSDs, plus internal model execution and capital support.
By Lama Al-Rashid·· 3 min
2 briefings · “micron”
The deal spans high-bandwidth memory, DRAM, and SSDs, plus internal model execution and capital support.
Micron’s earnings momentum suggests profit is doing the heavy lifting, which changes how investors read the index’s risk.