Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia's Stock Ever Since.

Nvidia CEO Jensen Huang said at CES 2026 that the AI data center market’s demand for memory chips will keep growing. The commentary reinforces continued long-run capacity needs driven by AI infrastructure buildouts, but provides no specific financial or quantitative change in the article.