Dell CEO Warns Memory Shortage Will Worsen in 2027, Hindering AI Server Delivery

1 reports archived1 independent sourcesupdated 10/21/2026, 09:05:50

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Dell CEO Michael Dell warns that the memory shortage will worsen in 2027 due to massive demand from AI data centers for DRAM and HBM. Despite holding ~$95 billion in backlog AI server orders, supply bottlenecks hinder delivery, with significant new capacity not expected until 2029-2030.

LATEST/Dell CEO Michael Dell warns that the memory shortage will worsen in 2027 due to massive demand from AI data centers for DRAM and HBM. Despite holding ~$95 billion in backlog AI server orders, supply bottlenecks hinder delivery, with significant new capacity not expected until 2029-2030.

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IT之家 · IT业界T2·Oct 21, 09:0578 pts
Dell CEO Warns Memory Shortage Will Worsen in 2027, Hindering AI Server Delivery
- AI data centers continue to consume DRAM and HBM, worsening the memory shortage expected in 2027
- Dell holds $95B in undelivered AI server orders, constrained by memory supply rather than demand
- New memory fabs take four years to build; significant capacity increase is not expected until 2029 or 2030
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