Stock Besties · MU

Micron: who it depends on, and who depends on it.

Memory chips. MU · Nasdaq. 2 sourced relationships in the network, each with its filing or release.

Open Micron on the mapRun a what-ifCheck shared exposureAll SEC filings
Ties

Dependence, both ways

Micron depends on, or is exposed to

Companies that depend on Micron

Event exposure

If something happens to Micron

The companies each kind of event would reach, up to two steps away, along sourced relationships only. This is a map of connections, not a forecast: how much each company would feel is unknown unless a source states it.

What if Micron spends less?

Companies that sell to it (its suppliers and infrastructure providers), then the companies those sellers buy from.

No company in this network is connected to Micron that way.

What if Micron raises less money or its value falls?

Its investors, holders and guarantors, plus the companies that sell to it (a company that raises less tends to buy less), then their suppliers.

No company in this network is connected to Micron that way.

What if Micron cannot deliver?

Companies that buy chips, parts or capacity from it, then their own customers.

  • NVIDIA · directly, materiality unknownNVIDIA depends on chips or parts from Micron.
  • CoreWeave · two steps away, a source states a figureNVIDIA depends on chips or parts from Micron; then CoreWeave depends on chips or parts from NVIDIA.
  • OpenAI · two steps away, materiality unknownNVIDIA depends on chips or parts from Micron; then OpenAI depends on chips or parts from NVIDIA.
  • Oracle · two steps away, materiality unknownNVIDIA depends on chips or parts from Micron; then Oracle depends on chips or parts from NVIDIA.

What if Micron's shares or stake lose value?

Holders of its shares, warrants or notes and guarantors of its obligations, then their holders.

No company in this network is connected to Micron that way.

Filings

Micron’s filings and its partners’

  1. Oct 9, 2026, 08:21 ETMicron filed an annual report (10-K). Filing on SEC.govConnected:AnthropicNVIDIA
  2. Sep 30, 2026, 16:02 ETMicron filed a current report (8-K): results of operations (Item 2.02). Filing on SEC.govConnected:AnthropicNVIDIA
  3. Sep 3, 2026, 08:03 ETNVIDIA filed a current report (8-K): other events (Item 8.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  4. Aug 26, 2026, 16:36 ETNVIDIA filed a quarterly report (10-Q). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  5. Aug 26, 2026, 16:21 ETNVIDIA filed a current report (8-K): results of operations (Item 2.02). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  6. Aug 26, 2026, 08:06 ETMicron filed a current report (8-K): officer or director change (Item 5.02). Filing on SEC.govConnected:AnthropicNVIDIA
  7. Aug 17, 2026, 08:41 ETNVIDIA filed a current report (8-K): material agreement (Item 1.01), new financial obligation (Item 2.03), Regulation FD disclosure (Item 7.01). Filing on SEC.govConnected:OpenAISB EnergyCoreWeaveOracleAnthropicIntelTSMCMicron
  8. Jul 2, 2026, 09:23 ETNVIDIA filed a current report (8-K): officer or director change (Item 5.02). Filing on SEC.govConnected:OpenAICoreWeaveOracleAnthropicIntelTSMCMicron
  9. Jun 30, 2026, 16:27 ETNVIDIA filed a current report (8-K): shareholder vote (Item 5.07). Filing on SEC.govConnected:OpenAICoreWeaveOracleAnthropicIntelTSMCMicron
  10. Jun 24, 2026, 18:59 ETMicron filed a quarterly report (10-Q). Filing on SEC.govConnected:AnthropicNVIDIA
Evidence

Every relationship of Micron

Micron invested in Anthropic’s Series HMicron · Anthropic · May 28, 2026
Investment: preferred stockActiveStated by one company

Anthropic named Micron, Samsung and SK hynix as strategic infrastructure investors in its May 2026 round; amounts are not stated.

  • Investment exposure: Micron is exposed to the value or credit of Anthropic.
  • Investment dependence: Anthropic relies on capital or credit support from Micron.
  • Capital flows from Micron to Anthropic.
First verified evidence
May 28, 2026
Latest evidence
May 28, 2026
What the sources say

  1. A strategic infrastructure partner in the Series H round.

    “Joining them are strategic infrastructure partners—Micron, Samsung, and SK hynix”
    Anthropic (newsroom), May 28, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To Micron: Unknown Not stated.
  • To Anthropic: Unknown Anthropic is private.
Micron supplies NVIDIA’s memoryMicron · NVIDIA · Feb 25, 2026
SupplierActiveFiled with the SEC

NVIDIA buys memory from SK Hynix, Micron and Samsung.

  • Supplier dependence: NVIDIA depends on chips or parts from Micron.
  • Customer dependence: Micron depends on sales to NVIDIA.
  • NVIDIA pays Micron for chips or parts.
First verified evidence
Feb 25, 2026
Latest evidence
Feb 25, 2026
What the sources say

  1. NVIDIA buys memory from SK Hynix, Micron and Samsung.

    “We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
    NVIDIA (SEC filing), 10-K, Feb 25, 2026excerpt re-checked Oct 18, 2026
How much it matters
  • To Micron: Unknown Not stated in the sources reviewed.
  • To NVIDIA: Unknown NVIDIA does not state Micron’s share.

Catalog BESTIES-v1, reviewed Oct 18, 2026. Paper research only, not investment advice. Method and sources

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