Three AI-focused chip and data-center stocks—Micron, Sandisk, and Nebius—are delivering hypergrowth revenue that far outpaces the Magnificent Seven, as surging demand for memory chips and AI infrastructure overwhelms current supply.

What happened: Micron's quarterly revenue jumped from $13.6 billion（約2.2兆円） two quarters ago to $23.9 billion（約3.8兆円） last quarter, with guidance for $33.5 billion（約5.4兆円） in its recently completed fiscal third quarter. Sandisk saw revenue rise 251% year over year to $5.95 billion（約9500億円） in its most recent quarter. Nebius reported Q1 revenue growth of 684% year over year. All three companies are benefiting from massive demand for memory chips (NAND and DRAM) and AI-focused data center capacity.

Why it matters: Most Magnificent Seven stocks top out at about 30% growth, which is solid but not hypergrowth. These three companies are doubling or tripling revenue year over year because memory chip shortages and AI infrastructure build-out have created a supply crunch with no near-term resolution. Wall Street analysts expect Micron to deliver 197% growth in fiscal 2026 and 63% growth in fiscal 2027, Sandisk to grow 167% and 122% in those same years, and Nebius' revenue to rise roughly 20× from end of 2025 to 2027.

What to watch: Nebius is the most aggressive grower—analysts project 551% growth for the rest of 2026 and 224% growth in 2027. The key constraint is whether these companies can build production capacity fast enough; as long as the memory chip shortage persists, all three have room to continue expanding revenue significantly.