All articles tagged with #memory storage
Micron and Anthropic announced a strategic collaboration spanning memory and storage design, a multi-year supply agreement, Claude adoption at Micron, and a strategic investment by Micron in Anthropic’s Series H, aiming to optimize memory/storage subsystems across the AI stack to improve performance, energy efficiency, and cost for training and deploying frontier AI models.
Western Digital says its storage capacity for calendar 2026 is largely sold out due to surging AI and enterprise demand, with capacity concentrated among its top seven customers and some 2027–2028 agreements already in place. With consumer sales shrinking to about 5% of revenue, memory shortages and higher prices are expected to persist as AI-driven demand outpaces supply.
Micron Technology is an undervalued AI memory enabler with strong early-2026 results: 57% revenue growth year over year in Q1 FY26 and near-tripling net income, plus a forward price-to-earnings ratio of about 11.5 as peers trade higher. As memory storage is crucial for AI chips, Micron supplies memory solutions to Nvidia, AMD and others, boosting demand even when not the primary focus. With robust growth and a valuation that suggests significant upside, Micron could offer durable long-term returns beyond the current hype.
Micron Technology's stock surged past its buy point due to strong sales of high-bandwidth memory products for AI data centers, benefiting from increased adoption of AI chips. The overall memory storage industry, including companies like Seagate, Western Digital, Pure Storage, and NetApp, is also performing well amid rising AI demand, contributing to a bullish market trend in the tech sector.
Physicists at Rice University have discovered a phase-changing quantum material that could potentially be used to create nonvolatile memory capable of storing quantum bits of information, or qubits, even when a quantum computer is powered down. The material, an iron-germanium-tellurium alloy, can be toggled between two electronic phases using heat, and the researchers found that the arrangement of vacancies in the crystal's lattice determines the phase. This discovery could potentially reduce errors in quantum computing and pave the way for flash-like memory for qubits.
Neuroscientists from Trinity College Dublin have discovered that memory formation occurs through the continuous creation of new connectivity patterns between specific engram cells in different brain regions. Engram cells are activated by experiences and change to hold information in our brains. The researchers used genetic techniques and optogenetics to study how engram cells form connections and identified a protein involved in regulating this connectivity. This study sheds light on the mechanism behind memory storage in the brain and provides insights into how we learn and remember.
Researchers at Rockefeller University have discovered that the anterior thalamus, an area of the brain not typically associated with memory processing, plays a vital role in converting short-term memories to long-term memories. By stimulating this area in mice, researchers were able to enhance the consolidation of memories that mice would usually forget. The study will have broad implications for future research into the thalamus' role in memory storage.