2026全面复盘AI如何强力拉动存储器需求研究报告.docxVIP

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TotalRecall

HowAIIsSuperchargingMemoryDemand

WilliamBlairAI/INSIGHTS

Contents

Introduction 3

KeyTakeaways 3

BriefHistoryofMemory 5

BitsandBytes:TheMemoryHierarchy 9

RedefiningMemory:TheEmergenceofAI 21

MemoryContentinAIRacks 30

MemoryTotalAddressableMarket 33

Next-GenTechnologies:FurtherExpandingAccesstoMemory 39

Conclusion 42

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WilliamBlairAI/INSIGHTS

Introduction

WhilesomuchoftheAIplatformshifthasbeenfocusedoncomputingdemand,thetraditionallyslowergro