<p><strong>Ross Gerber</strong> on Monday urged people to &#34;pay attention&#34; on <strong>Nvidia Corp.</strong> (NASDAQ:NVDA) and <strong>Micron Technology Inc.</strong> (NASDAQ:MU). He said this while sharing comments from Nvidia CEO <strong>Jensen Huang</strong> and <strong>Dell Technologies Inc.</strong> (NYSE:DELL) CEO <strong>Michael Dell</strong>.</p>



<h2><strong>AI Seen As Shift, Not A Cycle</strong></h2>



<p>Taking to <strong>X</strong>, Gerber wrote, &#34;Pay attention. $MU $NVDA.&#34;</p>



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div>
<blockquote><p lang="en" dir="ltr">Pay attention. $MU $NVDA https://t.co/ahdXEE76tt</p>— Ross Gerber (@GerberKawasaki) May 18, 2026</blockquote>
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<p>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.</p>



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<h2><strong>‘We Are In The Beginning,' Says Jensen Huang</strong></h2>



<p>During the interview, Huang said the industry is currently at the initial point of what he called a decade-long AI buildout.</p>



<p>&#34;We are in the beginning of the AI buildout. This is literally the very beginning of the agent at AI buildout,&#34; Huang said. He added that future AI systems will function as &#34;digital workers&#34; operating day and night.</p>



<p>According to Huang, such AI agents will need computing resources, memory and storage, which will increase demand for data centers.</p>



<h2><strong>Billions Of AI Agents Could Reshape Demand</strong></h2>



<p>The Nvidia CEO predicted a future with &#34;billions of AI agents&#34; that will operate across industries. This future will require significant expansion in global computing capacity.</p>



<p>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.</p>



<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"><div>
<blockquote><p lang="en" dir="ltr">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</p>— The Future Investors (@ftr_investors) May 18, 2026</blockquote>
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<p><strong>Price Action:</strong> 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.</p>



<p><strong>Benzinga Edge Stock Rankings</strong> shows NVIDIA ranks in the 98th percentile for Growth, while maintaining a strong upward price trend across short, medium and long-term timeframes.</p>



<figure class="wp-block-image size-full"><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/19045441/Screenshot-2026-05-19-at-11.11.08%E2%80%AFAM-1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/05/19045441/Screenshot-2026-05-19-at-11.11.08%E2%80%AFAM-1.png"/></figure>



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<p><em>Photo courtesy: jamesonwu1972 On Shutterstock.com</em></p>





NVDA

<p>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.</p>

- Ross Gerber emphasized the importance of monitoring Nvidia Corp. (NASDAQ:NVDA) and Micron Technology Inc. (NASDAQ:MU), highlighting insights from CEOs Jensen Huang and Michael Dell regarding the evolving semiconductor industry.  
- Huang pointed out that the industry is at the beginning of a decade-long AI buildout, which will drive demand for computing resources, memory, and data centers.  
- Both executives predict a future with billions of AI agents, significantly impacting global computing capacity and reshaping the memory industry.

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Ross Gerber Says 'Pay Attention' To Nvidia And Micron As Jensen Huang Predicts AI Explosion