Micron’s Rosy Memory Outlook Lifts AI Hopes | Bloomberg Tech 12/18/2025

James Proud, founder and CEO of Substrate, emphasized the need for the U.S. to adopt a 'leap-ahead' strategy in the AI race against China during an interview on Bloomberg Tech. He highlighted the increasing competition in artificial intelligence between China and the West, urging for proactive measures to maintain technological leadership.

Patrick McGoldrick, managing partner at JPMorgan Private Capital, discussed the increasing overlap between public and private markets, particularly in the tech sector, where companies are remaining private longer and achieving unprecedented valuations. This trend was highlighted during his appearance on Bloomberg Tech with Caroline Hyde.

Janet Mui, head of market analysis at RBC Brewin Dolphin, highlighted that investors are increasingly focusing on the leverage of technology companies as they approach 2026, emphasizing the ongoing premium investors are willing to pay for leaders in artificial intelligence (AI).

Micron Technology has reported significant earnings driven by the surging demand for memory chips, largely fueled by the AI sector. This demand is expected to create shortages, leading to increased prices for consumer gadgets such as phones and PCs in the upcoming year.