{"id":260223,"date":"2026-05-31T07:30:00","date_gmt":"2026-05-31T11:30:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/31\/this-ai-hardware-bottleneck-is-determining-the-next-trillion-dollar-tech-companies\/"},"modified":"2026-05-31T07:55:10","modified_gmt":"2026-05-31T11:55:10","slug":"this-ai-hardware-bottleneck-is-determining-the-next-trillion-dollar-tech-companies","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/31\/this-ai-hardware-bottleneck-is-determining-the-next-trillion-dollar-tech-companies\/","title":{"rendered":"This AI Hardware Bottleneck Is Determining the Next Trillion-Dollar Tech Companies"},"content":{"rendered":"

This AI Hardware Bottleneck Is Determining the Next Trillion-Dollar Tech Companies<\/a><\/p>\n

https:\/\/www.fool.com\/investing\/2026\/05\/31\/ai-hardware-bottleneck-pick-next-trillion-stock\/<\/a><\/p>\n

Publish Date: 2026-05-31 07:30:00<\/a><\/p>\n

Source Domain: www.fool.com<\/a><\/p>\n

In its infancy, high-performance processors largely made by Nvidia<\/strong> were the key to modern-day artificial intelligence’s (AI) success. As is the case with most new technologies, however, time and proliferation have highlighted a limiting factor: a lack of capacity to manage and store all the data being used — and created — by AI.<\/p>\n

The solution to this problem is giving rise to the next generation of trillion-dollar technology companies, several of which are off most investors’ radars.<\/p>\n

AI’s insatiable need<\/h2>\n

The equipment found within artificial intelligence data centers isn’t really all that different than the technology you’re using right now. Your computer requires a central processor (or CPU), dynamic random access memory (DRAM), and a data storage (hard drive), all of which are attached to a motherboard; in all cases, more capacity is better than less. Data centers require the same equipment. They just tether all these motherboards together into a massive network that functions as a single unit.<\/p>\n

Image source: Getty Images.<\/p>\n

And as it turns out, data center owners and operators arguably underestimated the amount of memory they would need.<\/p>\n

This has proven a boon for Micron Technology<\/strong> (MU +5.07%<\/span>)<\/span>, of course, which makes computer memory. Its net income more than tripled year over year on revenue growth of 74% for the fiscal quarter ending in February, reflecting the roughly 40% year-to-date increase in memory prices and their 240% run-up for the past 12 months. Most important to investors, Micron’s stock price has soared more than 237% just in 2026, and is up roughly 900% for the past 12 months, pushing its market cap to over $1 trillion in the process.<\/p>\n

\"Micron<\/p>\n

Today’s Change<\/p>\n

(5.07%) $46.82<\/p>\n

Current Price<\/p>\n

$970.34<\/p>\n

Key Data Points<\/h3>\n

Market Cap<\/p>\n

$1.1T<\/p>\n

Day’s Range<\/p>\n

$940.59 – $981.21<\/p>\n

52wk Range<\/p>\n

$94.40 – $981.21<\/p>\n

Volume<\/p>\n

1.8M<\/p>\n

Avg Vol<\/p>\n

47.8M<\/p>\n

Gross Margin<\/p>\n

58.54%<\/p>\n

Dividend Yield<\/p>\n

0.05%<\/p>\n

It’s not just Micron, though, nor is it just DRAM. South Korea’s SK Hynix<\/strong> (KOSE: A000660)<\/span> is benefiting from the same…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

This AI Hardware Bottleneck Is Determining the Next Trillion-Dollar Tech Companies https:\/\/www.fool.com\/investing\/2026\/05\/31\/ai-hardware-bottleneck-pick-next-trillion-stock\/ Publish Date: 2026-05-31…<\/p>\n","protected":false},"author":1,"featured_media":260224,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F871885%2Fdata-center-workers.jpg&w=1200&op=resize","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-260223","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/260223"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=260223"}],"version-history":[{"count":1,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/260223\/revisions"}],"predecessor-version":[{"id":260225,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/260223\/revisions\/260225"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/260224"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=260223"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=260223"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=260223"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}