MojoTrick(@MojoTricks):Server DRAM demand is about to explode. Between 2025 and 2030, it’s projected to grow nearly 6x at a 43% CAGR. While PCs, laptops, and tablets stay basically flat, servers are set to dominate the entire DRAM market - driven almost entirely by AI infrastructure. A few key points from the data: • Servers will drive ~80% of all incremental DRAM demand • By 2030, servers alone could make up the majority of total DRAM consumption • Accelerator cards are growing fast too (27% CAGR), but servers are in a completely different league • This isn’t the old memory cycle - AI is rewriting the demand structure This is why $MU and $SKHY remain so critical in the AI trade. The demand side is shifting in a big way.

2026.09.21 06:44

Server DRAM demand is about to explode. Between 2025 and 2030, it’s projected to grow nearly 6x at a 43% CAGR. While PCs, laptops, and tablets stay basically flat, servers are set to dominate the entire DRAM market - driven almost entirely by AI infrastructure. A few key points from the data: • Servers will drive ~80% of all incremental DRAM demand • By 2030, servers alone could make up the majority of total DRAM consumption • Accelerator cards are growing fast too (27% CAGR), but servers are in a completely different league • This isn’t the old memory cycle - AI is rewriting the demand structure This is why $MU and $SKHY remain so critical in the AI trade. The demand side is shifting in a big way.