Michael Dell doesn't think the memory shortage is anywhere near over. Speaking with The Wall Street Journal, Dell's chairman and CEO said things will get worse next year, as the AI data center buildout keeps soaking up DRAM and HBM supply. According to him, the bottleneck for Dell isn't demand, since the company is sitting on roughly $95 billion worth of AI server orders it hasn't delivered yet, the largest backlog in its history. Memory is what's holding those shipments back, as AI accelerators need plenty of HBM, while the servers around them still rely on conventional DRAM. Relief also look