Intel CEO: AI Computing Demand Drives Memory Chip Shortage Persisting Until 2028

Intel CEO Lip-Bu Tan stated at the Cisco AI Summit that the surging demand for AI computing power is intensifying the reliance on GPUs and memory chips. The ongoing memory chip shortage has now become the "greatest challenge" to AI development, with the supply-demand imbalance expected to persist until 2028. He also noted that NVIDIA, as a leading supplier of AI processors, will further drive up memory demand through its latest Rubin platform and next-generation products.