I have sensed a trend in the industry of companies in the tech industry reporting immense scarcity of the products they want to sell you. Seems like age old used car salesman tactics, but I'm cynical.
Understandable. But it doesn't seem completely unreasonable in this case, given that AI labs have clearly exhausted much compute, the all-out effort to build data centers is underway, and memory / other resources have been strained for some time.