Prediction: Not Micron. This Artificial Intelligence (AI) Stock Could Be the Biggest Winner of the Next Infrastructure Bottleneck

Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that's not surprising, as memory helps solve a key bottleneck that can impede the performance of AI data center chips.

AI accelerators, such as graphics cards, server processors, and custom chips, are known for their fast processing speeds. As a result, they require quick access to huge amounts of data, and that's made possible by integrating fast memory chips into AI accelerators. This is why Micron Technology has been experiencing phenomenal growth in demand for its high-bandwidth memory (HBM).

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The good news for Micron investors is that memory demand is expected to outstrip supply until the end of the decade. Citrini Research, a firm that provides insights on equity trading and macro trading, predicts that dynamic random-access memory (DRAM) demand could exceed supply by 25% in 2030. Micron stock, therefore, is likely to continue benefiting from an inflated memory pricing environment that could send its stock higher.