Dell CEO Michael Dell has issued a stark warning regarding the global semiconductor ecosystem, stating that component shortages in the form of HBM and DRAM are expected to worsen next year. Despite sitting on a record backlog of back-ordered enterprise and AI server infrastructure, Dell faces a critical operational bottleneck, with one piece of the puzzle determining how quickly it can add $95 billion of back-orders to its revenue sheet. To minimize overextending working capital due to supply constraints, Dell has employed an operational framework that somewhat insulates it from future risks The rapid proliferation of generative AI infrastructure and […]
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