《Micron Earnings Call LIVE -- AI Stocks!》
AMD 估值偏高，市场因其在 CPU／AI 加速器领域的地位而给予溢价，而非按大宗商品看待。
因此，随着更多供应上线，如果我们开始看到平均售价下降，我认为AMD和Nvidia实际采购的HBM数量会增加。
And so as more supply comes online, if we start to see average selling prices go down, I think there will be an an increase of how much HBM that AMD and Nvidia actually purchase.
Jose，为什么这种担忧没有发生在Nvidia身上？为什么只发生在Micron或Dell身上？或者AMD，为什么只有Micron承受这种担忧？
Jose why why why doesn't that fear happen to Nvidia? Why is it only happening to Mike or Dell? like why or AMD why is it only in Micron that's getting that fear