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Dell Technologies and Hewlett Packard Enterprise face shortages of memory components as demand for artificial intelligence servers surges among enterprises and data centers, executives said recently on separate earnings calls.
Although facing similar challenges, the two computer makers are taking slightly different tacks toward the memory constraints. Dell is prioritizing large strategic customers, while HPE is working with memory partners to secure supply and lock in capacity through long-term agreements.
A historic structural disruption in the memory market is driving the current supply crunch, according to the Global Electronics Association. Manufacturers are shifting production to high-bandwidth memory for AI infrastructure, reducing the output of conventional server memory that enterprises rely on to run software, per the GEA’s 2026 memory market report.
"This is not a familiar cyclical correction," the industry trade group said. "It is a fundamental reordering of how the world’s largest memory manufacturers are allocating constrained wafer capacity."
