Anthropic's AI news has caused

Anthropic's AI news has caused market panic—but this is actually beneficial for MU. Anthropic operates on $Amazon.com(AMZN)$ /AWS GPUs and Trainium. As AWS's in-house accelerators gain share, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ lose share. But $Micron Technology(MU)$ 's HBM is integrated into all of them. Regardless of who wins, $Micron Technology(MU)$ 's revenue grows. That is why $Micron Technology(MU)$ has one of the strongest AI business models.

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