I joined Micron in early 2024. Not some random ops guy — I sit close enough to the contractual revenue and sales team that handles the large enterprise accounts (the real hyperscaler / AI customers).
I actually saw the current demand and booked sales revenue numbers from that group. It’s appalling. The pull-ins, the multi-quarter commitments, the volume they’re locking in… it’s not incremental. It’s the kind of step-up that makes the last few quarters look quiet.I’m not going to post screenshots or exact figures for obvious reasons, but if you’ve been following the HBM and high-bandwidth memory side, you already know the bottleneck wasn’t demand.
Seeing our recent contractual pipeline just confirms how aggressive this next print and guide are going to look. Take it as you will. I’m not asking for a cut when you make money on your calls later. Just sharing what I’m seeing internally.