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Michael Dell says agentic AI is pushing the supply chain crunch into 2028 as demand is outpacing supply and driving up costs.
Dell founder, Chairman and CEO Michael Dell says the agentic AI revolution is extending the timeline for the supply chain crisis into 2028.
“I think if it had not been for this agentic [AI] movement you probably would have seen some better demand supply equilibrium maybe in the second half of next year, but it feels to us like it is getting pushed out a bit from there” said Dell in a press and analyst question-and-answer session at Dell Technologies World.
