AI has created ‘almost infinite demand’ for memory components, Dell execs say

With core components of artificial intelligence infrastructure — namely memory — already scarce and in demand, Dell executives want policymakers to not create more obstacles via regulation.

Executives at Dell Technologies see data-storing memory capacities as the chief supply chain challenge facing the U.S. today, and are looking to D.C. regulators to reduce further barriers to scaling the nation's artificial intelligence infrastructure.

Dell Global Chief Technology Officer and Chief AI Officer John Roese briefed press on the sidelines of the Dell Technologies Federal Symposium on Thursday about the current landscape of the technology supply chain, highlighting a specific shortage: computer memory.

 “We didn’t build … out any new fabs for a period of time that would cause the problem eventually. But then we amplified it by having a thing called AI happen,” Roese said.

Memory in computing refers to specific types of semiconductor chips that allow for large data ...