With the ongoing memory shortage continuing to create questions regarding the scale of the AI infrastructure buildout, NVIDIA might have signed new agreements with SK hynix and Micron to procure the memory chips for its products. This report comes courtesy of Edgewater Research, with the firm adding that the agreements come after NVIDIA had trimmed its DRAM memory forecast earlier to indicate that the Rubin AI chips might use less memory than initially expected.
Not only have the ongoing memory shortages significantly affected product prices, but they are also expected to last for several years
