Memory Supercycle: Micron's $24B Quarter, Samsung's 2nm Comeback & Why NVIDIA Abandoned Gamers
The global memory shortage connects everything this week. Micron posts record earnings (+196%), Samsung's 2nm yields surge to 60% threatening TSMC's dominance, Anthropic defeats the Pentagon in court, Claude Mythos leaks as a "step change" in AI, and NVIDIA confirms no new gaming GPUs for all of 2026.