Dell says memory chips are the real AI server bottleneck — and it'll 'get worse' next year
firstadopter · x · 2026-10-18
Per WSJ, Dell says the real bottleneck for delivering AI servers is getting enough memory chips, and based on what Dell currently sees, supply will 'get worse' next year. The comment lines up with surging DRAM prices and HBM/conventional memory being absorbed by AI data centers.
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