# HBM demand — X 热门讨论 (2026-09-23 13:23 UTC)
## @antfeedapp (Antfeed) · 09-23 08:57 · ♥34 ↻5 💬0 ANTHROPIC COULD BECOME AN NVIDIA-SIZED DRAM BUYER
TIL: Edgewater Research estimates Anthropic’s 2027 DRAM demand could reach 40–50B 1Gb-equivalent units, roughly Nvidia-scale.
About 20% could be purchased directly from memory makers, turning AI model companies themselves into major DRAM customers.
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#Anthropic #DRAM #HBM #Samsung #SKHynix #Micron #AI #Semiconductors $NVDA $MU $005930 $000660 https://x.com/antfeedapp/status/2102683686357610498