Dell COO confirms persistent DRAM and NAND memory shortage constraints
Dell Vice Chairman and COO Jeff Clarke publicly stated that DRAM and NAND memory constraints remain unchanged, repeating both three times. Separately, Nvidia is reportedly releasing its Vera Rubin platform with less memory than originally planned due to ongoing memory constraints.
Detected & updated continuously · Source: Nebula
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@TradexWhisperer
$MU $SKHY $DRAM $DELL Vice Chairman and COO Jeff Clarke left no ambiguity about the memory shortage. Repeated DRAM & NAND three times. Listen to the audio. "The constraints remain the same. DRAM DRAM DRAM followed by NAND NAND NAND" https://t.co/WL9iX1Mkto
@FromValue
Another confirmation of what I wrote to my subscribers yesterday: $SSNLF $NVDA $MU $SKHY "But listen to what everyone in this business is saying: memory is still an extreme constraint. Nvidia is even releasing its Vera Rubin platform with less memory than originally planned,