Sanjay Mehrotra on AI infrastructure
From The Memory Pioneer: Sanjay Mehrotra on SanDisk, Micron, and the AI Infrastructure Boom · · A Bit Personal with Jodi Shelton
“Without semiconductors there's no AI and memory is very much the backbone, a key enabler. And, you know, when you as I mentioned earlier, as models get larger, as inference continues to grow, you go from training to inference, you go from data center to edge, you just need more and more memory. More memory, more capacity, higher performance, lower power. These are all essential to realize the improvements in intelligence from one generation from one model to the next, from one inference application to the next.”
On , Sanjay Mehrotra, CEO, President & Chairman at Micron Technology Inc, spoke about AI infrastructure during The Memory Pioneer: Sanjay Mehrotra on SanDisk, Micron, and the AI Infrastructure Boom on A Bit Personal with Jodi Shelton.
About Sanjay Mehrotra
Sanjay Mehrotra, CEO of Micron Technology, has been discussing the company’s expansion of memory chip production in the United States and the role of memory in artificial intelligence. In May 2026, Micron began manufacturing its one-alpha DRAM memory at its facility in Manassas, Virginia, which Mehrotra said would quadruple production of DDR4 memory for sectors including automotive, aerospace, and defense. He stated that Micron is making $200 billion in investments in the U.S., with additional leading-edge fabs planned in Boise, Idaho, and Syracuse, New York. Mehrotra described memory as a “strategic asset” for AI and said that supply is “in severe shortage,” adding that he expects tight supply to continue “well beyond 2026.” Mehrotra also highlighted Micron’s technology leadership and its partnerships with the Trump administration, saying discussions focus on “how do we go bigger, how do we go faster.” During Micron’s fiscal Q2 2026 earnings call, he announced the company’s first five-year supply agreement (SCA) and a 30% increase in its quarterly dividend. He noted that Micron had begun volume shipments of its HBM4 memory, designed for NVIDIA’s Vera Rubin platform. Reflecting on his career, Mehrotra said that “the best is yet to come” for the industry and emphasized tenacity as a core value that shaped his journey.