On Thursday, Dell Technologies Inc. (NYSE:DELL) said that booming demand for artificial intelligence continues to outpace component availability, with supply constraints — not customer interest — emerging as the key factor limiting upside.
AI Demand Remains Strong, But Supply Bottlenecks Persist
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During Dell's first-quarter earnings call, Chief Operating Officer Jeff Clarke said the company continues to see strong demand across its AI and infrastructure business, but shortages across critical components remain a challenge.
Clarke identified memory and processing components as the biggest constraints, saying the greatest pressure is coming from DRAM, NAND flash memory and microprocessors.
