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 Mon

ey 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 p ...