NVIDIA CFO Collette Kress stated that the company anticipated a surge in memory prices and secured its supply early. The executive noted that many rival firms were caught off guard by the rapid increase in costs for memory components.
AI GPU demand outstrips Apple and Samsung memory needs
Demand for artificial intelligence GPUs, particularly those built on the upcoming Rubin platform, is currently outstripping the combined memory needs of Apple and Samsung. This intense demand has created a significant shortage for both HBM and DDR memory products.
The current supply constraints are largely driven by shared manufacturing equipment limitations that affect multiple types of memory production simultaneously. Chinese companies are actively attempting to capitalize on this market disruption caused by the ongoing shortages.
NVIDIA has not confirmed specific launch windows or pricing details for its upcoming hardware platforms.
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