Tech firms from Dell to HP warn of memory chip squeeze from AI
11 hours ago · AI infrastructure demand is causing a memory chip shortage, potentially increasing costs for electronics manufacturers like Dell and HP. Chipmakers like SK Hynix have sold out …
AI boom causing global memory crisis, warn Dell, HP ... - Digit
5 hours ago · The artificial intelligence revolution was promised to change everything, from how we work to how we discover new medicines. But as 2025 draws to a close, the "AI boom" is …
AI Fuels Memory Chip Shortage: Dell, HP Warn – Archyde
4 hours ago · The AI Demand Shockwave The current demand for memory chips, particularly High Bandwidth Memory (HBM) – crucial for AI processing – is unprecedented. The rapid …
Dell's stock rises on AI server demand, but HP slides after ...
1 day ago · Dell's stock rises on AI server demand, but HP slides after announcing layoffs and weak guidance - SiliconANGLESiliconANGLE Media is a recognized leader in digital media …
HP is being negatively impacted by AI-induced 'memory ...
23 hours ago · Quick Insights How is the AI-driven memory cost surge impacting HP's guidance? HP guided weaker-than-expected partly due to rising memory costs from AI demand, unlike …
HP is being negatively impacted by AI-induced 'memory ... - MSN
HP's (HPQ) weaker-than-expected guidance is due in part to the rising cost of memory from the artificial intelligence boom, something that is not being seen by its competitors, such as Dell …
Dell vs. HP: Which Legacy Tech Giant Is Better Positioned for ...
1 day ago · HP, while making strides in AI devices and cost optimization, lacks the scale and strategic coherence to rival Dell in the critical infrastructure layer. For investors seeking long …