As discussed in an earlier coverage on Micron ( MU ), intensive data requirements in AI workloads have structurally transformed the demand outlook for memory. This is primarily driven by increasing memory and storage contentAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (o ...