Dell Logs $60.9B AI Server Orders as Supply Chain Faces Shortages

Dell's Q2 results beat expectations on surging AI infrastructure demand, with $60.9B in quarterly AI server orders and $95B backlog, while COO Jeff Clarke cited shortages across DRAM, NAND, CPUs and disks as demand outstrips supply.

2026-09-07 ~ 2026-09-08 · 2 related posts

• Dell COO: AI boom means shortages across DRAM, NAND, CPUs, disks and more — mattwbaker · 2026-09-07
• Dell books $60.9B quarterly AI server orders, backlog hits $95B — seankinneyRCR · 2026-09-08