Dell faces widening supply shortages as high AI demand persists
· Source: supplychaindive.com
In short
Dell Technologies reported that supply shortages have spread from AI computing components to rack-level cooling, networking and power parts, as AI infrastructure demand outpaces available supply. Large customers are ordering further in advance and sharing demand forecasts through collaborative planning tools to secure priority allocation. Dell redirected PC components toward AI infrastructure and raised 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: shortages, procurement, demand planning, risk, components, data centers