AI Is Insatiable

While browsing our website a few weeks ago, I stumbled upon “How and When the Memory Chip Shortage Will End” by Senior Editor Samuel K. Moore. His analysis focuses on the current DRAM shortage caused by AI hyperscalers’ ravenous appetite for memory, a major constraint on the speed at which large language models run. Moore provides a clear explanation of the shortage, particularly for high bandwidth memory (HBM).As we and the rest of the tech media have documented, AI is a resource hog. AI electr...