Overview
- Dell said total AI memory demand could be about 625 times higher by 2028.
- He projected memory per accelerator rising from about 80 GB to roughly 2 TB and the number of accelerators growing about 25-fold.
- He warned buyers may have to pay whatever manufacturers ask because demand is strong and new capacity takes years.
- Wccftech reported suppliers are signing up to five-year deals with cloud providers, and India Today noted Micron is pivoting to data‑center memory.
- Wccftech also said these figures are estimates and that meaningful new supply may not arrive until late 2027.