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Mehrotra stated that AI has transformed storage chips from a highly cyclical commodity market into an indispensable strategic component of AI infrastructure. Currently, data center clients' purchasing intentions are about 150% of Micron's actual deliverable supply, meaning demand exceeds supply by approximately 50%, and the company’s production capacity still cannot meet market demand. The storage procurement model has also shifted from "price bidding" to collaborative design with clients.

The yield on bonds issued by U.S. blue-chip companies such as AT&T, JPMorgan Chase, and Amazon is only 0.8 percentage points higher than that of U.S. Treasuries, a premium that is close to the nearly 30-year low reached earlier this year. This means that a widening of the spread by just about 12 basis points would be enough to offset an entire year's excess return of these bonds over Treasuries.

Basent's announcement to expand Treasury repo operations has caused confusion over policy signals, directly impacting the new communication framework recently established by Federal Reserve Chairman Walsch. Walsch had urged the market to base actions on economic data rather than the Fed's own interest rate forecasts, while the Fed also uses market pricing as a reference for economic assessment. Analysts point out that if the US Treasury manages to suppress long-term yields, it may force the Federal Reserve to resume interest rate hikes.