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2026-05-28 16:59:04
[Wi-Fi Technologies Warns: Shortages of Key Data Center Components May Slow Down AI Infrastructure Development] ⑴ Wi-Fi Technologies, one of Nvidia's largest server manufacturers, has warned that in addition to memory chips, shortages of key data center components are beginning to emerge, which could slow down the global construction of AI infrastructure or drive up its costs. ⑵ Wi-Fi's chairman predicts that demand for data center hardware will remain strong for the next three to five years as companies like Meta and Microsoft continue to increase capital expenditures. ⑶ However, competition for key components, from memory to network chips, is pushing hardware prices to record highs. With everyone racing to expand production capacity, it is difficult to accurately predict where the next supply shortage will occur.
