[Micron (MU) is more important than Nvidia! Citrini analyst claims AI model inference performance relies more on memory than GPU] Odaily Planet Daily News: Regarding the community debate over 'Micron VS Nvidia,' Citrini Research analyst Jukan posted on the X platform, stating, 'MU (Micron) may not be Nvidia, but its future importance might surpass Nvidia. Inference is now directly tied to revenue, but improving inference performance cannot be achieved solely by adding Nvidia GPUs. GPUs often remain underutilized during inference due to memory bottlenecks. For inference, increasing memory offers greater value. The return on investment for inference ultimately depends on memory rather than GPUs. So why are people still focusing on accessing Micron through NVIDIA's framework? A more comprehensive perspective is needed. Inference is memory.'