Dell's $95 Billion AI Backlog Signals Infrastructure Crunch
· Source: datacenters.economictimes.indiatimes.com
In short
Dell Technologies has disclosed a record $95 billion backlog in AI infrastructure orders, revealing a significant supply chain crunch affecting servers, storage, DRAM, NAND, and other critical components. The company's quarterly earnings show AI demand surging over 50% year-over-year, with revenue reaching $47 billion, while its COO warns that securing additional supply is a very difficult task. Dell also projects that enterprise agentic AI will become the largest data centre workload by 2028, reshaping demand for compute, storage, and networking capacity.
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Tags: AI infrastructure, supply chain, data centers, Dell, backlog, agentic AI