Dell Technologies Inc.
(NYSE:DELL) on Thursday said that some of its biggest AI customers are signing multi-year server deals without knowing the final price, prioritizing access to computing power over cost as demand continues to overwhelm supply.
According to Chief Operating Officer Jeff Clarke, Dell has told large enterprises, sovereign customers and cloud providers that future pricing cannot be guaranteed — and many are moving ahead with purchases anyway.
Big Companies Don't Want To Be Left Waiting Clarke described an AI infrastructure market where securing capacity has become more important than negotiating price.
"I cannot tell them what the price is gonna be," Clarke said.
