---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42222825.md"
description: "Micron's 28 billion is the money the 'landlord' advanced first.First, let's talk about where Micron's $28 billion comes from. It flows down this chain: capital expenditures of the seven sisters → AI factories → GPU → HBM/DDR/eSSD → Micron. In 2026, the combined capital expenditures of the four major cloud providers are approximately $720 billion, up about 77% year-over-year (Google, Amazon, Microsoft each around $190–200 billion, Meta around $130 billion), with storage accounting for roughly 30%. Micron didn't suddenly become powerful; it just happens to be downstream of the money flow.$Micron Tech(MU.US)$NVIDIA(NVDA.US)$XL2CSOPHYNIX(07709.HK)"
datetime: "2026-06-26T02:48:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42222825.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42222825.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42222825.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# Micron's 28 billion is the money the 'landlord' ad…


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