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Dell CEO Warns: AI Memory Demand to Surge 625-Fold by 2028, Supply Shortage Persists
10 hour ago /
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Author：小编
Recently, Michael Dell, CEO of Dell Technologies, predicted that by 2028, the total memory demand for AI accelerators will reach 625 times that of 2023. This growth stems from the combined effects of an increase in per-unit memory capacity from 80GB to 2TB (a 25-fold rise) and a 25-fold expansion in the scale of accelerator deployment. However, due to the four-year construction cycle of DRAM wafer fabs and delayed capacity expansions resulting from the 2023 storage industry downturn, the global AI memory market's supply shortage is unlikely to be alleviated in the short term, with a persistent imbalance between supply and demand.
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