NVIDIA's Rubin AI Platform Alone Will Devour More LPDDR Memory in 2027 Than Apple and Samsung Combined, Starving Smartphone Supply
… Both Apple and Samsung will have a combined Estimated demand of 5720 Million GBs worth of DRAM. This means that NVIDIA's Vera Rubin AI racks will have a 6% higher demand. Meanwhile, AMD's MI400 & other Agentic AI-aimed platforms will further raise the demand for LPDDR memory. …
