Rumor
Micron expected to expand market share at Google and OpenAI
Monday, February 9, 2026 at 02:14 AM
Micron is projected to increase its market share for memory components within the infrastructure of Google and OpenAI, potentially competing with NVIDIA's dominance in those accounts.
Context
Micron is strategically positioning itself to capture significant market share within the custom AI chip programs of Google and the massive hardware infrastructure supporting OpenAI. By securing design wins for Google’s latest Tensor Processing Units (TPUs) and potentially providing memory for OpenAI’s rumored in-house silicon projects, Micron is successfully diversifying its revenue streams beyond its existing high-volume supply to Nvidia. This shift reflects a transition for the company from a commodity memory producer to a specialized "AI gatekeeper" critical to the global compute build-out.
The company’s HBM3E and upcoming HBM4 solutions are the primary catalysts for this growth, with Micron’s entire 2026 inventory already reported as sold out. In the most recent quarter, Micron posted record revenue of $13.6 billion, representing a 57% year-over-year surge. This extreme supply-demand imbalance has granted the firm immense pricing power, with average selling prices for AI memory rising by approximately 35%. As Micron targets a market share of 21-25% or higher, its reliable delivery on high-performance stacks makes it a pivotal partner for hyperscalers racing to scale 2026-era AI models.
Sources (1)
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