---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000882116.md"
description: "Google Cloud Senior Director of Supply Chain Infrastructure Nikhil Cherian named high performance memory the primary constraint in AI servers now as it accounts for over 75% of the build of materials (BOM), media report, adding Google is using a dual hardware-software strategy to break through this ‘AI memory wall’. He made the comments during a presentation at SEMICON Taiwan. $Alphabet(GOOGL.US) $SK Hynix(SKHY.US) $SSNLF $Micron Tech(MU.US) #semiconductorsSource: Dan Nystedt"
datetime: "2026-09-02T04:36:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000882116.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000882116.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000882116.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Google Cloud Senior Director of Supply Chain Infra…


### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**