Mike Milligan explains how Micron Technology's $200 billion U.S. investment plan, including $50 billion for two new Idaho fabrication plants opening in 2027, traces back to a 1980s potato farmer who gave $1 million to two brothers building semiconductors in a dentist's basement in Boise.
HBM is the memory that sits next to NVIDIA's AI chips in the data centers powering ChatGPT, powering enterprise AI, powering everything we talked about this weekend in reckless abandonment. And Micron is investing $200 billion in the United States over the next 2 decades. $50 billion of that is in Boise. 2 fabrication plants going up right next to the original headquarters. The first production expected in 2027. Over 17,000 jobs. Projected for Idaho. The 2022 CHIPS and Science Act helped fund it, but the seed, the seed was one potato billionaire in 1980 writing a $1 million check to 2 brothers working out of a dentist's basement. Boise, Idaho, a ground zero of AI. Because a farmer diversified from one kind of chip to another.
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
How to evaluate AI growth stocks (Nvidia, Oracle, CoreWeave) beyond market hype
