Elon Musk Thanks Micron Technology During Tesla Earnings Call
Elon Musk thanked Micron Technology for providing memory chip allocations at reasonable prices during a Tesla earnings call that missed consensus expectations.
During a recent earnings call, Elon Musk thanked Micron Technology for providing memory chip allocations at "reasonable prices," despite prevailing market pricing pressures. The acknowledgement occurred as Tesla reported earnings that missed consensus expectations across several key metrics, including operating margins, adjusted earnings per share, and energy revenue.
While Musk specifically mentioned the memory allocations in the context of Tesla, the announcement triggered speculation regarding other ventures. Market observers are questioning whether Micron is providing similar favorable pricing to SpaceXAI, which manages the massive Colossus 1 and Colossus 2 data centers housing hundreds of thousands of NVIDIA GPUs.
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