美国 IT 硬件-专家洞察：AI 数据中心需要多少内存-U.S. IT Hardware-Expert Insight How much memory do AI Data Centers need

U.S. IT Hardware 11 December 2025 Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Expert Insight: How much memory do AI Data Centers need? Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Mark Li April Li +1 917 344 8339 april.li@bernsteinsg.com Phoebe Sun +1 917 344 8481 phoebe.sun@bernsteinsg.com Edward Hou, CFA +852 2123 2623 edward.hou@bernsteinsg.com We recently hosted a webinar with Gunjan Shah, a former Senior Cloud Engineer, AI & Machine Learning at Google, on AI data center memory ...