Pirat_Nation 🔴(@Pirat_Nation):NVIDIA CFO Colette Kress directly addressed the ongoing RAM shortages and rising memory prices, blaming other companies for failing to prepare early enough. “Many of the companies, for example, are sitting here going, ‘Oh my gosh, the memory price went up.’ We knew that was going to happen. That was something everybody should have ordered a long time ago, at least we did.” According to Kress, NVIDIA secured its memory supply well before the AI-driven demand surge in October and November 2025. NVIDIA’s upcoming Rubin AI platform is expected to require as much as 6 billion GB of LPDDR memory by 2027, potentially exceeding the combined memory demand of both Apple and Samsung.

2026.05.24 15:03

NVIDIA CFO Colette Kress directly addressed the ongoing RAM shortages and rising memory prices, blaming other companies for failing to prepare early enough. “Many of the companies, for example, are sitting here going, ‘Oh my gosh, the memory price went up.’ We knew that was going to happen. That was something everybody should have ordered a long time ago, at least we did.” According to Kress, NVIDIA secured its memory supply well before the AI-driven demand surge in October and November 2025. NVIDIA’s upcoming Rubin AI platform is expected to require as much as 6 billion GB of LPDDR memory by 2027, potentially exceeding the combined memory demand of both Apple and Samsung.