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Dell CEO Michael Dell Discusses Memory Shortage and the AI Infrastructure Race

November 2, 2026 at 14:59 EST

Infra & Chips
Sales & Business

**Dell Technologies CEO Michael Dell has spoken about the ongoing memory shortage and the challenge of getting through what he described as the largest infrastructure buildout in history, according to an interview with *The Wall Street Journal*'s Christopher Mims.**

Dell Technologies · AI infrastructure

Dell's CEO on surviving the memory crunch and the largest buildout in history

Michael Dell says a shortage of memory chips is squeezing the hardware behind the AI data center race, and that getting through it is the central challenge for suppliers like Dell.

Where the squeeze sits

Dell sits between the chipmakers that control memory supply and the customers building AI capacity.

Step 1

Chipmakers

Control memory supply that stores data and feeds high-performance systems.

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Step 2

Dell

Major supplier of servers and storage, absorbing shortages in component costs and delivery timelines.

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Step 3

Enterprises and cloud providers

Building AI data center capacity, where the pace of deployment depends on available hardware.

The open questions

Can memory supply keep pace with AI server demand, and how long will hardware vendors absorb higher component costs?

Supply

Whether memory output can grow fast enough for AI servers.

Costs

How long vendors absorb higher components costs before passing them on.

Strategy

Dell's specific forecasts, which the full interview would be needed to assess.

What the story does not quantify

No pricing, supply volumes, or specific customer commitments are reported, so the scale of the shortage cannot be measured from this coverage alone.

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