AI Needs More Memory.

AI data centers need ever more high-bandwidth memory. These verticals earn most from that.

What It Holds.

CLOUD MEMORYMicron's memory for cloud and AI data centers, including HBM.45%

DATA CENTERNvidia's data-center GPUs, the largest buyer of HBM.35%

DATA CENTERAMD's data-center chips, a second large buyer.20%

Simulated prices. Illustrative split, not a live market.