Nvidia loves the RAM crisis

Storage is hard to find. Graphics cards are hard to find. RAM is extremely hard to find, even if you’re a PC manufacturing giant. And it’s all thanks to the “AI” data center buildout. But Nvidia, or at least its highly visible CEO Jensen Huang, couldn’t be happier about it.

“I love constraints,” said Huang at a recent conference. “In a world of constraints, you have no choice but to choose the best.”

Huang’s “no choice” means an inevitable buy from Nvidia, for GPUs that are crucial for said data centers.