Jaye English

AI / Ethics, Robotics, Security / Privacy, Healthcare, Curator, Music, Photography, Adventure Traveler. Opinions my own.

[Sanjay Mehrotra @MicronCEO]

As we celebrate America’s 250th anniversary, it’s clear that progress is purposeful. It’s built through vision, investment and the collective effort of people who believe in what’s possible. We at Micron are proud to be building in the U.S. - not just fabs, but communities and opportunities for the next generation. Wishing you and your families a meaningful Fourth of July. 🇺🇸 #America250

[Trade Whisperer @TradexWhisperer]

$MU $DRAM $SNDK Nobody is talking about Micron's Automotive/Embedded segment.

71% QoQ growth. $2,708M to $4,634M in one quarter.

L2+ vehicles require 5x the memory of an average vehicle. That mix is more than doubling this year to 20%+ and expected to exceed 40% by 2030.

Now layer this on top: humanoid robots carry 10x the memory of an L2+ vehicle. That demand cycle begins later this decade and SUSTAINS for multiple decades.

5x for autonomy. 10x for robotics. Physical AI Incoming.

Buckle Up

[CNBC @CNBC]

Chip supply to stay constrained 'beyond 2027,' Micron executives say https://t.co/aPCMRtGQSY

[Micron Technology @MicronTech]

Today, we're proud to announce a strategic agreement with @AnthropicAI that spans memory and storage AI architecture design, supply and demand, enterprise adoption of Claude across Micron and a strategic investment in Anthropic’s Series H funding round. https://t.co/WkAzl0YXxK

[Reuters @Reuters]

Japan to target $2.3 trillion public-private investment by 2040, Nikkei reports https://t.co/ec7WgAREhp https://t.co/ec7WgAREhp

[Midjourney @midjourney]

A technical dive inside our new "Midjourney Scanner"

[Midjourney @midjourney]

Announcing a new division of Midjourney called "Midjourney Medical"

[Trade Whisperer @TradexWhisperer]

$MU $DRAM Unbelievable

$707,000,000,000.

That is the projected 2027 operating profit of 3 memory companies.

Apple + Microsoft + Google + Amazon + Meta + Tesla combined? ~$661 Billion.

The Memory Trio beats the Magnificent 6.
Not revenue. Operating profit.

[NVIDIA @nvidia]

Our CEO Jensen Huang on the opportunity ahead: use AI deeply, challenge the status quo, and stay focused on the human purpose behind the work.

Every job has tasks. People give those tasks purpose, and AI can help turn that purpose into greater impact.

[SpaceX @SpaceX]

Follow today’s $SPCX events → https://t.co/xwwzZlEt1o

[Trade Whisperer @TradexWhisperer]

$NVDA is moving into new vector growth, PC. Potentially Edge AI computing for local AI agents.

But here is the bigger picture.

Whether the growth is CPU, GPU, or ASIC, they all lead to the same destination. Memory. The cognitive capacity layer of every AI system

$MU $DRAM

[Micron Technology @MicronTech]

The future of AI will be enabled by memory and storage. Jeremy Werner, SVP & GM, Core Data Center Business Unit at Micron, joins The Circuit to explain why inference, not training, is driving the next wave of data center innovation — and how memory efficiency is becoming mission‑critical for AI infrastructure.

👇 Watch the conversation. #AI #AIInfrastructure #Innovation
https://t.co/0sEtbZd7RH

[Tim Cook @tim_cook]

Dr. King once said, "Everybody can be great, because everybody can serve." True greatness lies in lifting others, making a difference, and serving with purpose. Let’s honor his legacy by finding ways to serve and create a better world together. #MLKDay

[Benny Johnson @bennyjohnson]

A technical malfunction kept the music from playing for Carrie Underwood at the inauguration.

After a short pause, Carrie took matters into her own hands and started singing solo.

The result is absolute chills:

What a talent.

[Apple Hub @theapplehub]

Apple has removed TikTok from the U.S. App Store ‼️

[CNN @CNN]

FDA bans red dye No. 3 from food and ingested drugs in the US, more than 30 years after scientists discovered links to cancer in animals
https://t.co/WEkQMCo7Oh

[Sawyer Merritt @SawyerMerritt]

NEWS: After 56 years, the FDA today officially banned the use of Red Dye No. 3 in foods and beverages in the US.

Food manufacturers will have until Jan. 15, 2027 to reformulate their products. 3,200 brand-name food products contain Red 3.

"The FDA cannot authorize a food additive or color additive if it has been found to cause cancer in human or animals," Jim Jones, the FDA's deputy director for human foods, said in a statement.

[Micron Technology @MicronTech]

Micron plays a crucial role in advancing #spacetech. Discover how our cutting-edge #NAND technology and #LPDDR memory are driving innovation in spacebound applications in the latest @FierceElectron article: https://t.co/7Zs6UxXXTG

[Elon Musk @elonmusk]

Please stop using hashtags. The system doesn’t need them anymore and they look ugly.

[Jaye English @jaye_english]

@tim_cook ❤️ Bravo!