Daily Tech Headlines Major Tech Companies, Including Dell And HP, Are Bracing For Memory-Chip Supply Shortages - DTH
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Nov 27, 2025 Memory chip shortages are looming, with Dell and HP strategizing for rising AI demand. WhatsApp tightens its rules, pushing ChatGPT and Copilot out. Meanwhile, Chinese tech companies are relocating their AI training offshore to dodge U.S. restrictions. Domestic AI initiatives are rising in China, leveraging local NVIDIA stockpiles. A new MIT study highlights that AI could replace 11.7% of U.S. jobs, primarily affecting routine roles. Cybersecurity concerns are also on the rise as the FCC warns about hacks involving radio equipment.
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AI Fueling A Memory Shortage
- Memory chip demand from AI infrastructure is driving large price increases for modules this year.
- CounterPoint Research expects prices to jump ~50% through Q2, pressuring PC manufacturing costs.
Prepare For Higher PC Prices
- Plan for higher product costs and consider adjusting configurations to manage margins.
- Dell and HP are preparing price increases and HP may reduce memory in some products or add suppliers.
Adjust To Plex's New Remote Access Fees
- Update users and plan subscription changes if you rely on Plex remote access.
- Plex now requires a Plex Pass or a paid remote watch pass for remote streaming access effective April 29th.