Rumor
Anticipated DeepSeek V4 release expected to drive higher demand for GPU and memory infrastructure
Tuesday, February 17, 2026 at 02:33 PM
A discussion regarding the release of DeepSeek V4 suggests that increased computational efficiency will lead to a surge in demand for GPUs and memory components, citing potential growth for Nvidia and Micron.
Context
The anticipated launch of DeepSeek V4 in mid-February 2026 is emerging as a major catalyst for the global semiconductor supply chain. This release is expected to validate the Jevons Paradox, where drastic reductions in AI training and inference costs trigger an explosion in total demand rather than a reduction. Technical innovations like the Engram memory module decouple computation from storage, enabling complex, high-value reasoning that requires a massive scale-up in specialized hardware infrastructure.
This shift positions Nvidia and Micron at the center of an accelerating AI memory supercycle. Analysts have issued aggressive price targets, with Nvidia projected at $300 as high-capacity inference applications scale globally. Micron faces even higher expectations with bull case targets reaching $800, driven by sold-out 2026 inventory and a strategic pivot toward high-margin HBM components. With corporate earnings projected to quadruple and gross margins exceeding 56%, the market is transitioning from "efficiency panic" toward a sustained infrastructure boom.
Sources (1)
Related Companies
Nvidia
NVDA
Micron
MU