According to CoinMeta, billionaire Elon Musk emphasized the growing demand for artificial intelligence memory chips during a financial analyst conference on SpaceX. He stated that memory chips remain the biggest bottleneck in building the infrastructure for AI. Currently, there are three major players in the memory market: Micron, SK Hynix, and Samsung, with Micron being the only American company among them. Musk noted that memory production is increasing by about 20% annually, but demand is growing at a rate of 200% per year or even faster. As AI and data centers continue to develop, the demand for memory will only increase, and Micron is set to benefit greatly from this process. If this trend continues, Micron's stock price could soon reach new historical highs. However, competition from China and excessive spending also pose risks.