SK Hynix: US and China to Account for 95% of Global AI Compute Demand by 2027
nugurimt · reddit · 2026-08-14
SK Hynix stated that by Q1 2027, the US and China combined will make up 95% of the global demand for AI compute. This forecast highlights the intense concentration of AI infrastructure and high-bandwidth memory (HBM) supply chain dynamics within these two major markets.
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