Micron's datacenter revenue is on $20B+ annual run-rate now, ∼2x vs FY22. Accounts for 55% of revenue vs 35% in FY24 and 25% in FY23. Though NVDA drives 25-30% of Micron's DC revenue, looks like most of the incremental DC revenue in the latest quarter came from others.
Source: Sravan Kundojjala
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