Google’s Free AI Video Tool Could Guzzle So Much Storage It’s Staggering. Wall Street Isn’t Pricing Micron for It Yet.

Google just made AI video creation free for everyone. On September 23, it opened Google Vids to anyone with a Google account. Powered by its new Gemini Omni 1.1 Flash model, it now offers 1080p HD clip generation to all its users, though still not at a mass consumer scale. As more people try it, the amount of video being made could climb quickly. A 10-minute HD video can take around 1GB, far more than a typical photo. And people rarely keep the first result. Many regenerate a clip several times before they’re happy with it. While the Google tool doesn't yet generate videos of this length, this is where video making could end up, driving tremendous demand for storage.

Most investors will link this to storage names like Western Digital. I think Micron deserves just as much attention, if not more. Every video, including each redo, runs on AI chips that rely on high-bandwidth memory, a type of DRAM that Micron makes. The servers also need regular DRAM, where Micron’s margins have at times topped HBM. And once a video is finished, it needs storing too. Micron’s data center SSD revenue topped $5 billion last quarter, more than doubling from the quarter before. So Micron plays a role in AI video from the first draft to the final file, and stands to benefit at every stage.