NVIDIA's Chief Financial Officer, Colette Kress, remarked in an interview with Tae Kim that the ongoing memory shortage could have been mitigated if competitors had placed orders earlier, suggesting that they had failed to foresee the impending price surge. She underscored that NVIDIA had long anticipated that the burgeoning demand for high-performance AI chips would inevitably drive up prices for HBM and DDR memory. Consequently, NVIDIA had secured a substantial supply, maintaining a calm demeanor amidst industry complaints about soaring prices. It is projected that by 2027, NVIDIA's Rubin AI platform may require more LPDDR memory than both Apple and Samsung combined. The escalating demand for memory bandwidth and capacity in AI GPUs has stirred up market volatility in HBM and DDR sectors. Foundries and packaging/testing firms are increasingly allocating more capacity to HBM, thereby constraining DDR production and precipitating supply shortages and price hikes for DDR. NVIDIA works closely with several upstream memory manufacturers to co-develop tailored products, achieving a level of collaboration that sets the industry standard.