AI Infrastructure Is Developing a Two-Tier Access Problem
Jun 1, 2026Industry·Noah Ogbi·6 minJun 1
The contracts being signed this quarter will determine who can afford AI infrastructure in 2028. Dell's record Q1 FY2027 earnings reveal how memory scarcity is quietly splitting the AI buildout into two tiers: enterprises with procurement leverage to lock in multi-year OEM agreements, and everyone else.