Tag
The article argues that power interconnection, not chip supply, is becoming the main bottleneck for AI infrastructure buildout, with a projected $4.1 trillion in spending by 2028 that assumes adequate power availability.
AI infrastructure investment is driving up demand for memory (DRAM, NAND), causing aggressive price increases. UBS forecasts DRAM and NAND price hikes in Q3 and Q4, with the DRAM market expected to remain undersupplied until at least 2028.