Dell's CEO reckons that the total memory demand from the entire AI market in 2028 will be 625x bigger than it was…
Dell's CEO Michael Dell predicts that the total memory demand for the AI market will increase by approximately 625 times by 2028. This surge is driven by expanding memory per accelerator and system scale in AI infrastructure. The article highlights that current memory manufacturers like SK hynix, Samsung, and Micron may struggle to meet this future demand, potentially impacting the availability and cost of components like HBM4, LPDDR5x, and NAND flash storage.
- Entities
- Company: Micron
- Company: SK Hynix
- Topic: Memory Market
- Topic: Semiconductors
- Company: Samsung
- Topic: AI Infrastructure
- Person: Michael Dell
- Company: Dell
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