DeepMind CEO Warns Memory Supply Limits AI

DeepMind CEO Demis Hassabis told CNBC that the global memory-chip supply chain is constrained, causing shortages of high-bandwidth memory (HBM) used by large language model training. He said capacity bottlenecks at a few suppliers—Samsung, Micron, SK Hynix—limit deployments and slow research, and noted Google’s TPU designs help but cannot avoid component shortages. Google expects high AI infrastructure spending into 2026.