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

Dell says enterprise AI infrastructure demand is doubling in quarters, but DRAM shortages will worsen through 2027 before new factories ease supply in 2029.

• AI supercomputer defined: Mims describes Dell's core AI data-center product as a 3,000-pound, six-foot-tall server drawing power equal to 100-300 US households; Dell says each costs six figures.
• Record-fast SpaceX build: Dell supplied half the servers for SpaceX's Colossus one AI supercomputer in about six weeks, versus a normal six-month build timeline.

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