CatalystTech/AI
JENSEN HUANG TOLD CES 2026 THAT MEMORY IS NOW THE BIGGEST BOTTLENECK IN AI . MICRON AND SANDISK HAVE OUTPERFORMED NVIDIA STOCK EVER SINCE .
Huang's memory bottleneck warning at CES 2026 drove Micron and Sandisk outperformance vs Nvidia.
What changed
Huang's memory bottleneck warning at CES 2026 drove Micron and Sandisk outperformance vs Nvidia.
Why it matters
Huang's memory bottleneck warning at CES 2026 drove Micron and Sandisk outperformance vs Nvidia. — impact context not separately stored; see What changed.
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Jul 19, 2026 12:04 AM ET