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 CEO Michael Dell said AI memory demand could keep climbing sharply through 2028 as hyperscalers and AI builders keep expanding orders for DRAM and other memory.

He warned that supply could stay tight for years, raising the risk of prolonged shortages across the AI memory market.

If the forecast proves right, AI infrastructure buyers may face higher costs, while memory suppliers and chipmakers could keep pricing power through the decade.