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Dell Technologies news

Dell Technologies appears in 2 stories we have published between August 2026 and September 2026, mostly in our Technology coverage. It is most often reported alongside Amazon, Google and Hindustan Unilever.

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Dell’s $95 billion AI infrastructure backlog signals supply chain strain

Dell Technologies has revealed a $95 billion backlog in orders for AI infrastructure, underscoring a growing mismatch between demand and supply. The backlog, driven by surging demand for AI servers, storage, and data centre equipment, highlights constraints in components like memory chips and cooling systems. For founders and operators, this signals potential delays and rising costs in scaling AI-driven workloads.

8 September 2026

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