Micron secures binding deal with Anthropic for AI memory chips

Micron and Anthropic signed a formal supply agreement on 22 June 2026 for memory and storage chips. The deal locks in guaranteed orders from one of AI's largest labs—crucial as memory capacity becomes the real constraint on AI scaling. Financial terms stay private, but Micron's next earnings call will reveal the revenue lift as it battles Samsung and SK Hynix for share.