#capacity2 articles

2 articles

AIBearishIEEE Spectrum – AI · Feb 107/106

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How and When the Memory Chip Shortage Will End

The memory chip shortage is driven by massive AI demand for high-bandwidth memory (HBM), causing DRAM prices to surge 80-90% this quarter. While major AI companies have secured supply through 2028, other industries face scarce supply and inflated prices that won't normalize for years.

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AINeutralIEEE Spectrum – AI · Jan 57/106

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The Data Center Boom Is Concentrated in the U.S.

More than half of all upcoming global data centers will be developed in the United States, with U.S. facilities being much larger on average than those in other countries. The rapid growth raises concerns about whether the U.S. power grid can meet the rising energy demands after two decades of flat electricity consumption.

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