Dell CEO Says AI Memory Demand Will Explode To ‘Unimaginable Levels’ By 2028, Leaving No Option For Buyers Other Than Paying Whatever’s Demanded

Dell's CEO, Michael Dell, has discussed his estimates of the AI memory supercycle at a recent event, claiming that the explosive demand will persist for several years. If Hyperscalers Do Not Spend Money on Memory, There's a Fear Within Them of Getting Behind the Competition We have been tracking the memory supply chain for quite some time now, noting that the supply-demand gap has widened in the past few quarters; however, questions remain about how long we will see such conditions in the memory industry. Following the recent TurboQuant fiasco and the wider selloff within memory companies, there was a […]

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