How This Dot-Com Era CEO Is Navigating The AI Boom

Dell says AI infrastructure demand is outpacing memory-chip supply, with shortages likely worsening through 2027 despite a historic buildout.

• AI supercomputer anatomy: Dell describes its flagship AI rack as six feet tall, weighing 3,000 pounds, and drawing power equivalent to 100-300 US households.
• Customer growth accelerating: Dell AI factory customers took eight quarters to reach 3,200, then doubled to 6,500 in just three more quarters.

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