Micron Could Surge After Nvidia's Aug. 26 Earnings on 288GB Vera Rubin Demand
Updated
Updated · Yahoo Finance · Aug 20
Micron Could Surge After Nvidia's Aug. 26 Earnings on 288GB Vera Rubin Demand
3 articles · Updated · Yahoo Finance · Aug 20
Summary
Aug. 26 could be a catalyst for Micron shares if Nvidia posts strong fiscal 2027 second-quarter results and upbeat guidance, reinforcing demand across the AI infrastructure supply chain.
Micron supplies high-bandwidth memory for Nvidia's upcoming Vera Rubin chips, whose maximum HBM capacity rises to 288GB from Blackwell B200's 192GB, implying higher memory content per processor.
Vera Rubin also uses a newer HBM generation that industry tracker Silicon Analysts says costs 80% more than the prior version, potentially lifting Micron's revenue and margins.
Nvidia said in May that Vera Rubin had reached full production, and Micron has already begun high-volume HBM output for the platform.
Micron's setup looks more leveraged because Nvidia reportedly has a $1 trillion Blackwell-and-Vera-Rubin order pipeline for 2026 and 2027, while Micron trades at about 6 times forward earnings.