Michael Dell says memory shortage to worsen next year, new fabs unlikely to help until 2029-2030

Dell CEO Michael Dell said in an interview that the memory shortage is expected to get worse next year, with roughly $95B in AI server backlog and DRAM supply still limiting deliveries. He said new memory fabs are unlikely to provide meaningful relief until 2029 or 2030, and that just-in-time manufacturing provides a cushion if the AI boom collapses.

Detected & updated continuously · Source: Nebula