Dell has $14BN AI server backlog, warns projects are 'nonlinear'

Can't build a datacenter overnight, argues tech giant 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.…

May 30, 2025 - 14:01
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Dell has $14BN AI server backlog, warns projects are 'nonlinear'

Can't build a datacenter overnight, argues tech giant

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.…