DEMAND

Data centers

GPU racks, cloud ASICs and general-purpose servers drive the category.

2026-08-08

NVIDIA

GB300 to Vera Rubin: memory per rack

Forecast	GPU-side HBM	CPU memory	Total per rack	Shipments	Total
GB300 NVL72 2026E	20.736 TB	17.28 TB	38.016 TB	65,000	2.4710 EB
Vera Rubin NVL72 2026E	20.736 TB	54 TB	74.736 TB	10,000	0.7474 EB
Vera Rubin NVL72 2027E	20.736 TB	54 TB	74.736 TB	85,000	6.3526 EB

The conversion is capacity per rack in TB multiplied by rack volume, divided by 1,000,000. Annual totals and year-on-year increments remain separate.

CUSTOM ASIC

Non-NVIDIA ASICs add 2.705 EB

The base model for Google, AWS, Meta, Microsoft, OpenAI and other ASICs adds 2.705 EB. Combined with NVIDIA, the strictly additive increment is 5.839 EB.

Vendor	2026	2027	Memory per chip	Demand increment
Google	2.2M	3.8M	384 GB	0.614 EB
AWS	1.7M	3M	432 GB	0.562 EB
Meta	1.25M	2.35M	384 GB	0.422 EB
Microsoft	0.78M	1.45M	448 GB	0.3 EB
OpenAI及其他	1.1M	1.85M	640 GB	0.807 EB

NVIDIA · Demand increment

3.134 EB

ASIC · Demand increment

2.705 EB

Total · Demand increment

5.839 EB