Dell has confirmed an order backlog of $14.4 billion for AI optimized servers, yet it is tempering investors’ expectations for future sales by talking about demand being lumpy and dependencies in the pipeline.
The Texas-based IT giant is one of the chief beneficiaries of the AI datacenter gold rush, making itself a prime infrastructure provider thanks to the close links it has built with Nvidia, chief supplier of GPU accelerator kit.
“We experienced exceptionally strong demand for AI…
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https://www.theregister.com/2025/05/30/dell_results/