It appears that NVIDIA is making a drastic change within the AI memory supply chain, as the firm is now looking to integrate LPDDR modules into AI servers, switching from the traditional DDR technology.

NVIDIA's Pivot From DDR5 to LPDDR Memory For AI Servers Will Put Massive Pressure On PC/Mobile Supply Chains

Memory modules have now entered the 'era of shortages', driven by massive DRAM demand the industry has been witnessing for the past few months, and initially, it was estimated that the impact wouldn't be too much considering that DRAM capacity was in the phase of expansion; however, it appears that the datacenter buildout has reached new levels. This has prompted manufacturers like NVIDIA to make drastic decisions, one of them being the use of LPDDR memory type for AI servers. B

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