---
title: "Different roles, NVDA is the AI brain, MU is the high-speed memory. Both are critical and benefiting"
description: "Different roles, NVDA is the AI brain, MU is the high-speed memory. Both are critical and benefiting from the same capex wave"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000404257.md"
published_at: "2026-01-16T08:45:03.000Z"
author: "[Alpha～](https://longbridge.com/en/profiles/16656249)"
---

# Different roles, NVDA is the AI brain, MU is the high-speed memory. Both are critical and benefiting

Different roles, NVDA is the AI brain, MU is the high-speed memory. Both are critical and benefiting from the same capex wave

### Related Stocks

- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)
- [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.