Micron's AI-fueled revenue forecast blows past estimates, backlog swells

FILE PHOTO: The Micron logo in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration/File Photo

Sept 30 (Reuters) - Micron Technology ⁠forecast quarterly revenue above estimates on Wednesday and said customers had increased commitments ⁠under its long-term supply agreements to $32 billion, signaling unabated demand for AI memory ‌chips.

The generative AI boom has made high-bandwidth memory essential for data centers, benefiting companies such as Micron, a key supplier to Nvidia, whose processors dominate computing workloads.

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资料图片：这张插图中的美光公司标志拍摄于2026年6月11日。路透社/Dado Ruvic/插图/资料图片

9月30日（路透社）——美光科技周三预测季度营收将高于预期，并表示客户已根据其长期供应协议增加承诺金额至320亿美元，这表明对人工智能存储芯片的需求依然强劲。

生成式人工智能的蓬勃发展使得高带宽内存成为数据中心必不可少的工具，这让美光等公司受益匪浅。美光是英伟达的主要供应商，其处理器在计算工作负载中占据主导地位。

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