The AI Daily Brief · Saturday, June 27, 2026
Micron's exceptional earnings report and projections have reinforced the ongoing structural supply chain shortages impacting the entire AI industry. This performance suggests that the demand for AI components remains robust and the supply constraints are not expected to ease soon.
“But Micron absolutely destroyed its earnings and what's more reinforced with their projections that these structural supply chain shortage for every single aspect of the AI supply chain wasn't going away anytime soon, which got everyone back on board.”