周三，存储概念集体大涨，闪迪、 西部数据 、 希捷科技 盘初均创历史新高。消息面上，戴尔科技CEO迈克尔·戴尔警告，随着加速器单机内存容量与数据中心部署规模同步扩张，全球AI内存需求将较现有水平激增625倍，而供给端的追赶需要数年时间。
戴尔表示，AI基础设施中每个加速器的内存容量和系统整体规模正同步扩大，两者叠加将形成内存总需求约625倍增长的结构性格局。
周三，存储概念集体大涨，闪迪、 西部数据 、 希捷科技 盘初均创历史新高。消息面上，戴尔科技CEO迈克尔·戴尔警告，随着加速器单机内存容量与数据中心部署规模同步扩张，全球AI内存需求将较现有水平激增625倍，而供给端的追赶需要数年时间。
戴尔表示，AI基础设施中每个加速器的内存容量和系统整体规模正同步扩大，两者叠加将形成内存总需求约625倍增长的结构性格局。
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