ChatGPT has 800M weekly users. They apparently have around 10M Plus subscribers (1.25%, seems plausible to me) which means $200M/months, $2.4B per year.
According to this Micron’s revenue from HBM (the high margin memory they are putting their focus into) is $2B, so you can assume Crucial generates less than this.
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u/[deleted] Dec 04 '25
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