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[ARCHIVE]2026-10-17T12:00:43.221964+00:00
Michael Dell Predicts The Memory Shortage Is Only “Gonna Get Worse” In 2027, As Company Sits On An Untapped Gold Mine With $95 Billion In Back-Ordered AI Servers

Michael Dell Predicts The Memory Shortage Is Only “Gonna Get Worse” In 2027, As Company Sits On An Untapped Gold Mine With $95 Billion In Back-Ordered AI Servers

Executive Summary

Michael Dell says memory chips are the real bottleneck for his $95 billion AI server back-orders, and warns the shortage will get worse next year

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