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Dell CEO Warns of Further Worsening in AI Server Memory Shortage, with $95 Billion Backlog Facing Supply Challenges
9 hour ago /
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Author：小编
Recently, Michael Dell, CEO of Dell Technologies, warned that the global supply constraints for high-bandwidth memory (HBM) and dynamic random-access memory (DRAM) are expected to intensify further by 2027. With soaring demand for AI infrastructure construction, the growth in global memory production capacity has been unable to meet market needs, becoming a critical factor constraining the development of the AI server industry.
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