Micron's blowout quarter underscores tightening memory supply and rising AI leverage

Micron Technology's blowout quarter, which underscores tightening memory supply and rising AI leverage, highlights a 25% increase in demand for DRAM and NAND flash memory, driven by AI applications. This surge in demand is expected to continue, with management signaling supply tightness extending well into 2026 and beyond. For website owners, this means that the increasing demand for memory and storage, driven by AI applications, may lead to higher costs for hosting and infrastructure. As AI-powered bots and tools become more prevalent, website owners may need to adapt to increased traffic and storage requirements, potentially leading to higher server costs and infrastructure investments. Furthermore, the tightening memory supply may result in reduced availability of affordable hosting options, making it essential for website owners to plan and budget accordingly. To navigate these changes, website owners can take several steps: first, monitor their website's traffic and storage usage closely to anticipate potential increases in demand; second, consider optimizing their website's content and code to reduce storage requirements and improve loading speeds; and third, review their llms.txt files to ensure that AI-powered bots and tools are properly managed and do not overwhelm their website's infrastructure.