戴尔CEO:AI内存需求将激增625倍,分歧不是买不买而是何时买

BlockBeatNews

据 1M AI News 监测,戴尔科技公司 CEO 迈克尔·戴尔表示,人工智能浪潮将推动全球内存需求出现爆炸式增长,预计将激增 625 倍。这一惊人预测基于两个主要因素:单台服务器或设备的内存容量将扩张约 25 倍,同时 AI 相关部署的整体规模也将扩大约 25 倍。

尽管供给受限,迈克尔·戴尔对 AI 基础设施的整体需求前景持乐观立场,并点明了两条需求主线。其一是主权 AI 投资,全球 GDP 排名前 25 位左右的国家,大多正在以某种形式推进本国主权 AI 项目,地缘政治紧张局势进一步加速了各国构建自主 AI 能力的意愿,由此带动服务器需求持续保持强劲。其二是企业端的生产力驱动,让员工继续使用老旧 PC 或低效系统并不合理,企业出于生产力考量,将不得不持续推进基础设施投资。

对于市场中存在的需求不确定性,迈克尔·戴尔给出了明确的定性判断。当前市场分歧不是买不买,而是何时买。

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