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Sabina Anja, Chief Technologist for VMware Cloud Foundation Division at Broadcom, breaks down a critical shift in data center economics. While organizations traditionally focused on CPU performance as the primary cost driver, the global AI explosion has completely changed the game.
Sabina explains how massive AI demand has "soaked up" the global supply of DRAM and High Bandwidth Memory, triggering a ripple effect that hits every enterprise, whether they are ready for AI or not.
Date: April 10, 2026











