Micron's Cloud Memory Business Unit (CMBU) revenue grew from $13.52B to $43.09B year-over-year, fueled by explosive demand for AI servers. This hyper-growth creates significant operational challenges in scaling production, managing the supply chain, and accelerating R&D to maintain leadership in HBM and other AI-enabling technologies.
Filing excerpt
Overall cloud growth continues to be driven by strong demand for generative AI capabilities by enterprises across multiple verticals, sovereign AI, and the shift of both infrastructure and workloads from on-premises to the cloud.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.
Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/95d221e3-352f-4dd6-a6db-c3c3b9f733fb returns this record as JSON. POST /v1/companies/enrich returns every signal for micron.com.
{
"signal_id": "95d221e3-352f-4dd6-a6db-c3c3b9f733fb",
"signal_type": "sec-10k",
"signal_subtype": "backlogGrowth",
"detected_at": "2026-10-13T07:05:00.324+00:00",
"company": {
"name": "Micron",
"domain": "micron.com"
},
"data": {
"detail": "Micron's Cloud Memory Business Unit (CMBU) revenue grew from $13.52B to $43.09B year-over-year, fueled by explosive demand for AI servers. This hyper-growth creates significant operational challenges in scaling production, managing the supply chain, and accelerating R&D to maintain leadership in HBM and other AI-enabling technologies.",
"metrics": {
"pct": 2.19,
"timeframe": "current_year",
"pct_context": "Year-over-year revenue growth for CMBU (2025 to 2026)",
"dollar_context": "Cloud Memory Business Unit (CMBU) revenue in fiscal 2026",
"dollar_millions": 43090
},
"summary": "Cloud Memory Unit revenue surged over 200% to $43B in 2026, driven by strong AI demand.",
"excerpts": "Overall cloud growth continues to be driven by strong demand for generative AI capabilities by enterprises across multiple verticals, sovereign AI, and the shift of both infrastructure and workloads from on-premises to the cloud.",
"relevance": 0.9,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htm",
"filing_date": "2026-10-09",
"filing_year": 2026,
"fiscal_year_end": "09/03",
"sales_relevance": "Capacity/fulfillment needs",
"signal_category": "revenue",
"technologies_mentioned": [
"AI",
"cloud",
"HBM",
"DDR5",
"LPDDR5"
]
}
}
curl https://signals.autobound.ai/v1/signals/95d221e3-352f-4dd6-a6db-c3c3b9f733fb \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"micron.com","limit":20}'Long text fields are shortened on this page.
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