In early May, the CEO of global leading AI company Anthropic publicly announced that the company's revenue and usage increased 80-fold in the first quarter on an annualized basis. This growth rate significantly exceeded the company's previously set target of 10-fold growth and was accompanied by mention of severe computational power shortages currently faced. This figure starkly highlights the current magnitude of global AI computational demand and the status of storage requirements.
By 2027 memory demand from AI servers will reach nearly 50% of DRAM market
