Buy MU by Sep 30, 2026.

* **Jensen Huang, CEO, NVIDIA** * *"The only thing limiting AI right now is infrastructure."* * **Lisa Su, CEO, AMD** * *"AI accelerator performance depends on high-bandwidth memory capacity and bandwidth as much as compute."* * **Andy Jassy, CEO, Amazon** * *"The primary constraint is infrastructure availability, not customer demand."* * **Satya Nadella, CEO, Microsoft** * *"We're investing across compute, networking, storage and memory to meet AI demand."* * **Susan Li, CFO, Meta** * *"The increase in our 2026 capital …