Michael Dell Warns Memory Shortage Could Be a 'Four-Year Problem'
Michael Dell says AI demand could keep memory supply tight for years as new factories take until 2029 or 2030 to arrive.
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Dell stock plunged 11% after a Barclays downgrade, but CEO Michael Dell predicts strong AI infrastructure growth through 2030.
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Michael Dell says AI demand could keep memory supply tight for years as new factories take until 2029 or 2030 to arrive.
The Nasdaq 100 fell 1% by midday Wednesday after September CPI topped forecasts, pushing Treasury yields and rate-hike bets higher.
The article compares two high-growth technology stocks: IonQ, which develops quantum computing hardware with 202% revenue growth but significant losses, and Nebius Group, an AI cloud infrastructure provider with 479% revenue growth and positive profitability. The author recommends Nebius as the better buy in 2026, citing its current profitability, extraordinary growth, and strong market demand, while acknowledging IonQ's long-term potential in quantum computing.
Nvidia's November 2022 earnings call, two weeks before ChatGPT's release, contained clear signals about the generative AI boom. While the report appeared disappointing on the surface with missed targets and gaming revenue collapse, management specifically highlighted large language models and generative AI as drivers of 31% data center revenue growth. The company was already shipping H100 GPUs for AI workloads, and its systems-level approach to AI infrastructure—including networking and storage—positioned it to capture significant value from the emerging AI wave.