Micron Gains as Nvidia Highlights Memory Partnership
Micron shines after the Nvidia partnership reveal, while Huang’s keynote highlights AI, gaming, and upcoming innovations.
Micron stock surged after Nvidia CEO Jensen Huang’s CES keynote revealed its role in the new Blackwell gaming chips. Investors were already optimistic, with Micron shares jumping 10.5% Monday and another 4.6% Tuesday morning. Huang also highlighted Blackwell’s full-scale production and growing presence in the AI and gaming sectors.
The keynote introduced Project DIGITS, a $3,000 AI supercomputer launching in May, and showcased Nvidia’s AI innovations, including AI agents for tasks like converting PDFs into podcasts. However, no updates were shared on Nvidia’s next-gen Rubin platform, expected in 2026.