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Dell’s $95B AI backlog shows the infrastructure crunch is far from over

networkworld.com · 12dShare

Dell Technologies is acknowledging that infrastructure and storage supply still can’t keep up with agentic AI’s insatiable appetite for resources. The company this week reported a “record” AI backlog, with $95 billion in orders waiting to be filled. This dovetails with quarterly earnings reflecting a more than 50% year-over-year increase in AI demand. On an earnings call, Dell COO Jeff Clarke acknowledged that supply constraints start with servers and storage, and span the stack to “just about every product going through a leading node.” “We are doing everything we can to get more supply,” he said. “In today’s environment, that’s a very difficult task.” A glimpse of infrastructure demands ahead Dell reported that, in its financial quarter ending July 31, its revenue was $47 billion, reflecting 58% year-over-year growth. Moreover, revenue in its Dell Infrastructure Solutions Group (ISG) increased 89% to a record $31.8 billion. Much of this growth is in servers, notably traditional centr

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