Dell AI Supply Shortages Hit Rack Cooling, Networking, Power - News and Statistics - IndexBox
· Source: indexbox.io
In short
Dell Technologies' supply constraints have expanded beyond AI computing components into rack-level cooling, networking, and power parts, COO Jeffrey Clarke said during a Sept. 1 earnings call. Customers are increasingly ordering further ahead and using collaborative planning tools to secure delivery, while Dell redirected PC inputs toward AI infrastructure. The shift helped the company raise its fiscal 2027 revenue guidance by $25 billion, to $192 billion.
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In the issue of week 37, 2026: JD.com’s Physical AI and Integrated Platforms Fuel Supply Chain Revolution
Tags: supply chain, shortages, AI infrastructure, procurement, forecasting