so, you know how sometimes it feels like tech is just moving way too fast and it's all a bit overwhelming? well, dell's ceo just dropped a bombshell that's got me feeling like we're all in for a bit of a wild ride. apparently, the demand for memory is going to skyrocket - we're talking 625 times bigger than it was in 2022. like, what even is that?



so, let's break it down. the main reason for this insane growth is ai. those fancy accelerators like nvidia's h100 are already using a ton of memory, and it's only going to get worse. by 2028, we're looking at a whopping 2 tb of hbm3 (that's high bandwidth memory, for those who don't speak tech) per accelerator. and it's not just the memory per accelerator that's increasing - the number of accelerators being used in data centers is also going to jump by a factor of 25. it's like, yeah, we get it, ai is the future and all that, but can't we just, like, slow down for a sec?



now, i know some of you might be thinking, "but what about the memory makers? can't they just, like, make more?" well, it's not that simple. there are only three companies in the world that make hbm4, which is the fancy memory we're talking about, and they're already struggling to keep up with demand. by 2028, they'll have more production facilities up and running, but it's unlikely to be enough to cope with the crazy demand that's coming our way. and it's not just hbm that's going to be in short supply - we're also looking

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