Michael Dell told the Wall Street Journal this week that the memory shortage gets worse through 2027.
Dell is sitting on $95 billion of back-ordered AI servers, the largest backlog in its history, and the piece it cannot secure is memory.
HBM and DRAM supply is the constraint.
New semiconductor plants are not projected to reach full operational capacity until 2029 or 2030, which is why Dell runs a lean inventory model and books DRAM only when final assembly is scheduled.
Picture a two-person team that placed a server order in spring.
The slot moves, the configuration quote moves with it, and the machine meant to run the next model is still in someone else's queue.
Nothing in that plan was wrong except the assumption that hardware arrives when you plan for it.
A proof of concept does not have to wait behind a $95 billion backlog.
The same class of card a small team would have bought rents at $0.15/hr, and cloud storage runs $2.49/TB per month.
Buy Now Pay Later means zero upfront, payment after one month.
The test happens this week, and the purchase becomes a decision you make later with results in hand.
If a server order slipped a quarter on you, what did you run in the meantime?
https://ai.bhkcloud.com/?utm_source=linkedin&utm_medium=social&utm_campaign=bhk_social_2026w42&utm_content=evening
Originally posted on linkedin_personal