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* **Jensen Huang, CEO, NVIDIA**
* *"The only thing limiting AI right now is infrastructure."*
* **Lisa Su, CEO, AMD**
* *"AI accelerator performance depends on high-bandwidth memory capacity and bandwidth as much as compute."*
* **Andy Jassy, CEO, Amazon**
* *"The primary constraint is infrastructure availability, not customer demand."*
* **Satya Nadella, CEO, Microsoft**
* *"We're investing across compute, networking, storage and memory to meet AI demand."*
* **Susan Li, CFO, Meta**
* *"The increase in our 2026 capital expenditures is primarily driven by higher memory chip prices."*
* **Tim Cook, CEO, Apple**
* *Described the memory shortage as* **"a hundred-year flood,"** *adding that he'd* **"never seen anything like it in any area in over 40 years."**
* **Demis Hassabis, CEO, Google DeepMind**
* *"We see so much more demand" for Gemini and our other models than we can currently serve.*
* **Elon Musk, CEO, Tesla & SpaceX**
* *"The production shortfall relative to demand is insane. MUCH higher production is needed."*
* **C.C. Wei, CEO, TSMC**
* *"I envy their margins."*
* **Kim Jaejune, Executive Vice President, Samsung Electronics**
* *"Based solely on the demand currently received for 2027, the supply-to-demand gap for 2027 is set to widen even further than in 2026."*
* **Chey Tae-won, Chairman, SK Group**
* *"We need time to build additional wafer capacity at least four to five years."*
* *"The current shortage could continue until 2030."*
* **Sanjay Mehrotra, CEO, Micron**
* *"Tight supply conditions and strong AI-driven demand will cause memory shortages to persist beyond calendar 2027."*