QUICK SPARK: AI Memory Demand May Stay Tight Until 2028, CEO Says
GraniteShares CEO Will Rhind says AI memory demand could outpace supply until 2028 as HBM capacity struggles to keep up with AI spending.
Companies building AI need special memory chips faster than factories can make them, so shortages might continue for years. When demand is way higher than supply, companies using AI might have trouble getting what they need, which could affect their plans.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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