How did Micron and SanDisk stocks react after Huang's statement?

Shares of Micron and SanDisk have outperformed NVIDIA since Huang's remarks at CES 2026.

Why is memory important for AI?

AI models rely on fast access to massive amounts of data, requiring high-speed and high-capacity memory to operate efficiently.

Jensen Huang: Memory Is the Biggest Bottleneck in AI at CES 2026

At CES 2026, NVIDIA CEO Jensen Huang stated that memory and storage have become the biggest bottleneck in AI development. Since his remarks, shares of Micron and SanDisk have outperformed NVIDIA.

July 18, 2026

2 min read

Source: Motley Fool

In a notable statement at CES 2026, Jensen Huang, CEO of NVIDIA (NVDA), said that memory and storage are now the biggest bottleneck in AI development. He pointed out that surging AI demand is outpacing the capacity of memory and storage manufacturers.

Details

Huang explained that AI models rely heavily on fast access to massive amounts of data, and current memory technologies (such as DRAM and NAND) cannot keep up. He added that memory makers like Micron (MU) and SanDisk (WDC) play a critical role in AI's future.

Context

Since Huang's remarks at CES 2026, shares of Micron and SanDisk have outperformed NVIDIA, reflecting a shift in investor focus toward companies addressing the memory bottleneck. This comes as NVIDIA continues to dominate the GPU market for AI.

What It Means for Investors

The statement highlights an investment opportunity in the memory and storage sector, as these companies may see increased demand with the expansion of AI applications. However, technical and competitive challenges in this sector should be considered.

Frequently Asked Questions

Memory and storage are the biggest bottleneck in AI development, according to Jensen Huang at CES 2026.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.