Micron CEO: Memory becomes AI strategic infrastructure, data center demand exceeds supply by 50%

Framing memory as strategic infrastructure rather than a commodity component is the notable shift here, because it moves the constraint conversation from compute to the supply chain sitting underneath it. A demand-supply gap of this scale, if it persists, affects the whole AI buildout: hyperscalers, server makers, and the RWA tokenization platforms whose data-center economics depend on hardware costs. Whether this imbalance holds or triggers capacity expansion that later flips to oversupply is the open question worth watching.