The implementation of a 2.5 million Vera CPU configuration is estimated to increase total DRAM bit demand by 10%, while a 4 million configuration could boost it by 16% compared to 2025 levels. This transition from "GB NVL72" to "VR NVL72" also shows a substantial jump in LPDDR5X capacity requirements, rising from 17 TB to 54 TB. Recent revenue gains in the memory sector are primarily driven by surging prices for high-value products rather than massive increases in raw shipment volume.
New compute architectures like Vera CPU are driving a structural increase in DRAM bit demand and capacity requirements, shifting memory revenue to high-value products.