--- title: "Ross Gerber Says 'Pay Attention' To Nvidia And Micron As Jensen Huang Predicts AI Explosion" type: "News" locale: "en" url: "https://longbridge.com/en/news/286887866.md" description: "Ross Gerber highlighted Nvidia and Micron as key players in the upcoming AI supercycle, following comments from Nvidia CEO Jensen Huang. Huang predicts a decade-long AI buildout, requiring significant computing resources and data centers. Both Huang and Dell emphasized that the industry is transitioning beyond traditional semiconductor cycles, with billions of AI agents expected to reshape demand. Despite recent stock declines, Nvidia remains a strong growth contender." datetime: "2026-05-19T09:11:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286887866.md) - [en](https://longbridge.com/en/news/286887866.md) - [zh-HK](https://longbridge.com/zh-HK/news/286887866.md) --- # Ross Gerber Says 'Pay Attention' To Nvidia And Micron As Jensen Huang Predicts AI Explosion **Ross Gerber** on Monday urged people to "pay attention" on **Nvidia Corp.** (NASDAQ:NVDA) and **Micron Technology Inc.** (NASDAQ:MU). He said this while sharing comments from Nvidia CEO **Jensen Huang** and **Dell Technologies Inc.** (NYSE:DELL) CEO **Michael Dell**. ## **AI Seen As Shift, Not A Cycle** Taking to **X**, Gerber wrote, "Pay attention. $MU $NVDA." > Pay attention. $MU $NVDA https://t.co/ahdXEE76tt > > — Ross Gerber (@GerberKawasaki) May 18, 2026 He shared a video of Huang and Dell getting interviewed by Bloomberg. During the conversation, the tech duo indicated that the industry is moving beyond traditional semiconductor boom-and-bust cycles. **Read Also: Will NVIDIA Stock Explode? Prediction Market Bettors See Odds Of NVDA Surging Above This Level Amid Critical Q1 Earnings** ## **‘We Are In The Beginning,' Says Jensen Huang** During the interview, Huang said the industry is currently at the initial point of what he called a decade-long AI buildout. "We are in the beginning of the AI buildout. This is literally the very beginning of the agent at AI buildout," Huang said. He added that future AI systems will function as "digital workers" operating day and night. According to Huang, such AI agents will need computing resources, memory and storage, which will increase demand for data centers. ## **Billions Of AI Agents Could Reshape Demand** The Nvidia CEO predicted a future with "billions of AI agents" that will operate across industries. This future will require significant expansion in global computing capacity. Dell echoed Huang's view, saying that enterprises will deploy thousands of AI agents to boost productivity, which will require massive amounts of computing and memory resources. > Very interesting conversation where Jensen Huang and Michael Dell explain how AI is structurally changing the memory industry 💾👇$NVDA $DELL $MU $HXSCL pic.twitter.com/SGcfvRdgBA > > — The Future Investors (@ftr\_investors) May 18, 2026 **Price Action:** Micron closed at $681.54, down 5.95% on Monday, with after-hours trading at $689.01, while Nvidia finished the regular hours at $222.32, down 1.33%, with after-hours trading at $222.75, according to Benzinga Pro. **Benzinga Edge Stock Rankings** shows NVIDIA ranks in the 98th percentile for Growth, while maintaining a strong upward price trend across short, medium and long-term timeframes. **Read Also: Michael Dell Among Top Net Wealth Gainers In 2026 — Back In Top 10 Richest, Even After Giving Away $6.25 Billion To Trump Accounts** _Photo courtesy: jamesonwu1972 On Shutterstock.com_ ### Related Stocks - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) ## Related News & Research - [NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”](https://longbridge.com/en/news/286825813.md) - [Intel hits record high as Tiger Global invests $180M](https://longbridge.com/en/news/286681794.md) - [Who Knew Glass Was So Important to AI? 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