Sanjay Mehrotra

Sanjay Mehrotra, CEO of Micron Technology, shares insights on the soaring AI-driven memory demand and the company’s robust quarterly results, along with a $200 billion investment plan for U.S. manufacturing. Rene Haas, CEO of Arm Holdings, elaborates on their pivotal role in the Stargate partnership with industry giants like OpenAI and NVIDIA, highlighting the massive compute needs for AI training. Together, they discuss the challenges and exciting opportunities of AI infrastructure in a rapidly evolving tech landscape.

Sanjay Mehrotra, the CEO of Micron Technology, shares insights into the booming AI sector that has propelled his company to a record revenue of $9.3 billion. He discusses how AI demand has spurred their growth and shaped future innovations in memory technology. The conversation also touches on Micron's significant investments in U.S. semiconductor manufacturing for national security. Amidst talks of competition between tech giants and the evolving market landscape, Mehrotra highlights the transformative role of AI in the industry.

Sanjay Mehrotra, CEO of Micron Technology, shares insights on the company's impressive quarterly results and the booming AI sector's impact on chip stocks. Financial expert Phil LeBeau discusses Southwest Airlines’ Investor Day and their strategies to counter activist investors. The conversation highlights the surge in Chinese stocks fueled by government support, with investors like David Tepper suggesting a ‘buy everything’ approach. As the semiconductor market navigates challenges, discussions about future growth and supply discipline underscore the industry's evolving landscape.