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January 9, 2026, 8:30 PM EST. Micron Technology posted Q1 FY2026 revenue of $13.64 billion, up 56.8% year over year, beating estimates as demand for HBM memory remains tight amid the AI build-out. Non-GAAP net income reached $5.48 billion, with EPS of $4.78, above consensus. Management guided Q2 revenue of $18.3-$19.1 billion and EPS of $8.22-$8.62, supported by AI-driven demand for HBM chips and robust cloud memory. NVIDIA, by contrast, reported Q3 FY2026 revenue of $57 billion, up 62% YoY, with cloud GPU demand cited by Jensen Huang and a projected Q4 around $65 billion. The company highlighted strong Blackwell sales and a broader push into China with H100 exports. Investors weigh whether Micron's tighter supply and higher memory pricing can outpace NVIDIA's CUDA platform and cloud GPU momentum in 2026.