By James Brumley
Publication Date: 2026-04-08 20:14:00
It’s been a tough past couple of weeks for Micron Technology and Sandisk shareholders. Both computer memory chipmakers have been outright upended. Blame Google parent Alphabet (GOOG +3.44%)(GOOGL +3.71%), mostly. It introduced a set of algorithms it collectively calls TurboQuant back on March 24, that purport to allow artificial intelligence (AI) computing platforms to handle the same amount of work with just one-sixth the amount of (currently very scarce) physical memory usually needed. The news immediately undermined much of the memory pricing power that’s been propping up both of these stocks.
This unveiling, of course, has also worked against several other artificial intelligence infrastructure stocks, many of which were already struggling on concerns that AI in general may not live up to its previously frenzied hype.
Image source: Getty Images.
Not every name in the AI business is going to be hit by Google’s revolutionary development, though. Some of them may even benefit…
