Dell Buoys AI Trade Amid Looming Chip Shortages
· Source: thedailyupside.com
In short
Dell smashed Wall Street expectations with quarterly revenue of $47 billion, up 58% year over year, and non-GAAP operating income of $5.9 billion, up 160%. The company raised its full-year 2027 revenue forecast by $25 billion to $192 billion, nearly $18 billion more than the Wall Street consensus, driven by AI-optimized server revenue of $16.4 billion with a record $95 billion backlog. Despite strong growth, Dell faces supply constraints from increasingly expensive advanced graphics processing units and high-bandwidth memory chips, with AI memory shortages expected to stretch into 2027 and beyond.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 36, 2026: AI-Driven Automation and Integration Reshape Supply Chain Efficiency and Security
Tags: AI servers, chip shortages, earnings, data centers, semiconductors, supply chain