As Muse heats up AI infrastructure, investors focus on Micron (MU.US) performance! Will hundred-billion-dollar long-term contracts add fuel to the AI computing power frenzy?

According to Zhitong Finance APP, as Meta Muse and OpenAI Astra drive the global expansion of AI applications toward continuously executing, multi-step collaborative intelligent agent workflows, the global demand for AI computing power is expected to see a new explosive wave of growth. This is also the key logic behind the recent rapid acceleration of AI intelligent agent application adoption in the global stock markets, translating into rising growth expectations for leading players and core suppliers in the AI computing power industry chain such as SK Hynix, Samsung, Micron, NVIDIA, AMD, TSMC, and others.