OpenAI CEO Sam Altman argued on the Cheeky Pint podcast, published October 29, 2026, that scarce DRAM memory should sit in data centers rather than personal computers, noting personal devices use memory about 5% of the time. He said producers previously invested $20 billion of capex to make $19 billion and nearly went bankrupt from building too many fabs, but now each could make about $100 billion of free cash flow in a year. He offered these views without a product plan, contract or timeline. Micron shares fell 5.30% on October 30 to close at $884.74, a market value of about $1.00 trillion. In fiscal Q4 2026, Micron's Cloud Memory segment brought in $16.283 billion and Core Data Center $18.002 billion, against $13.114 billion from Mobile and Client.
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Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/30/2026 | 521.90 |
| Change that session | -1.55% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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