Top Tech Executive Quotes On Memory (MU)

* **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."*