GOOGL · News · 20260918N

AI Memory Supply Pressure

Alphabet Inc. · 2026-09-18 · Importance 37 · Surprise 42

Alphabet is reported to have secured a substantial portion of next year’s high-bandwidth memory supply. Nvidia, Alphabet, and AMD together have reportedly purchased 85% of the HBM expected to be manufactured next year. The procurement highlights potential memory availability constraints for AI infrastructure deployments and custom-chip systems.

Key facts

• Nvidia, Alphabet, and AMD have already bought most of the high bandwidth memory that will be manufactured next year. source