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"China is preparing to spend around 2 trillion yuan ($295.43 billion) over the next five years on building data centers across the country"

AI Capex is accelerating globally. As the two super powers compete for AI dominance (US and China), demand for memory will not be able to meet supply. Global bottleneck for memory will still persist for years.

Chinese backing up their AI firms with state funding, and we got reports of Trump eyeing stakes of AI companies a couple days ago (https://www.reuters.com/business/trump-says-his-team-will-look-into-us-taking-stake-ai-companies-2026-06-05/⁠), this signals both sides are looking at AI Infrastructure as a strategic build out.

Happy investing folks.

Micron Technology (NASDAQ:MU) had its target price hoisted by investment analysts at Cantor Fitzgerald from $700.00 to $1,500.00 in a report issued on Monday,Benzinga reports. The brokerage currently has an "overweight" rating on the semiconductor manufacturer's stock. Cantor Fitzgerald's price target would indicate a potential upside of 60.81% from the stock's previous close.

Other analysts also recently issued research reports about the stock. Susquehanna lifted their target price on shares of Micron Technology from $600.00 to $1,750.00 and gave the stock a "positive" rating in a report on Friday, May 29th. Wells Fargo & Company raised their price objective on shares of Micron Technology from $470.00 to $550.00 and gave the stock an "overweight" rating in a research report on Thursday, March 19th. Royal Bank Of Canada boosted their price objective on Micron Technology from $425.00 to $525.00 and gave the stock an "outperform" rating in a report on Monday, March 16th. Melius Research started coverage on Micron Technology in a research report on Monday, April 27th. They issued a "buy" rating and a $700.00 target price on the stock. Finally, TD Cowen increased their target price on Micron Technology from $550.00 to $660.00 and gave the stock a "buy" rating in a research note on Tuesday, April 28th. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and an average target price of $668.63

This cements the fact Nvidia sees the memory bottle neck as a long term, persistent problem, not a cyclical issue that will dissappear the next quarter. Nvidia is locking in supply line now, across their entire AI infrastructure (not just data centers), including personal AI and physical AI — NVIDIA Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor robotics platforms.

More memory demand, more DRAM stonks go up. Happy investing folks.

With US government openly endorses an AI company, markets would likely interpret AI development is a national strategic priority, rather than a short-term tech cycle. This could strengthen confidence that AI infrastructure investment (hyperscale data centers, GPUs, and HBM memory) will remain elevated for years.

This might send a shockwave through the space industry tomorrow. Redwire might be affected.