Dell says DRAM, NAND shortages persist and nearly all leading-node products are constrained
Beth_Kindig · x · 2026-09-09
Dell ($DELL) executives said supply constraints remain unchanged: "DRAM, DRAM, DRAM, followed by NAND, NAND, NAND," plus spotty CPU and disk drive shortages. Going down the supply chain, just about every product built on a leading node is constrained — a key signal for AI infrastructure players like NVIDIA, AMD, Broadcom, and Micron.
More from Infra
- Anthropic's S-1 Reveals Over $600B in Infrastructure Commitments Across Google, Amazon, Microsoft — cedric_chee · 2026-10-26
- Anthropic S-1 reveals 48 cents of compute cost per dollar of Q2 revenue — nmasc_ · 2026-10-26
- Persistent AI joins UR network to route private AI inference with encrypted, IP-hidden traffic — 0xSammy · 2026-10-26
- Anthropic's disclosed compute commitments: $114.5B Google, $161.2B Broadcom top the list — BenBajarin · 2026-10-26
- SpaceX strikes $40B deal with Apollo Global to lease AI chips and data center hardware — Polymarket · 2026-10-26
- SpaceX AI revenue up 830%, Claude designs 318K antivenom proteins in 64 hours — PeterDiamandis · 2026-10-26