AI hyperscalers will consume 12% of U.S. power by 2028, driving a DRAM shortage that throttles large‑language‑model speed. The crunch centers on high‑bandwidth memory, which is scarce and expensive. Engineers must anticipate memory bottlenecks and adopt HBM-centric designs. The slowdown could delay model scaling for enterprises. This constraint also pushes vendors to accelerate new memory technologies.