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Dell's $95 billion AI server backlog—following $130 billion in orders over the past year—signals strong demand, with customers prioritizing product availability amid potentially tighter semiconductor supplies through 2027.
Enterprise AI adoption remains in its early stages, but Dell is supporting 6,500 AI Factory customers as companies deploy hybrid and on-premises systems to keep proprietary data closer to operations.
Dell expects AI to drive longer-term growth across servers, storage, networking and PCs, while sovereign AI projects, neocloud providers and aging hardware fleets provide additional demand catalysts.
