NVIDIA CFO Teases Rivals Caught Off Guard by Memory Shortage, Says Her Firm Knew Prices Would Soar

NVIDIA CFO Collette Kress said the company expected memory prices to rise and secured chips early.

She said other firms were caught off guard by the AI-driven shortage, which is tightening both HBM and DDR supply.

The pressure comes from strong demand for AI GPUs and overlapping manufacturing capacity across memory products.

NVIDIA said it works directly with multiple memory suppliers to line up production with its long-term plans.