Svmuu News: In response to the community debate over “Micron vs. NVIDIA,” Citrini Research analyst Jukan posted on X, stating, “Although MU (Micron) is not Nvidia, its future significance may surpass that of Nvidia.Inference is now directly tied to revenue, but improvements in inference performance cannot be achieved solely by adding more NVIDIA GPUs; GPUs often sit idle at low utilization rates during inference due to memory bottlenecks. For inference, adding more memory offers greater value.The return on investment for inference ultimately depends on memory, not GPUs. So why are people still focused on acquiring Micron through NVIDIA’s framework? We need to take a more comprehensive view. Inference is memory.”