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Dell Warns AI Demand Widening Supply Shortages for Racks and Components

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Dell says AI-driven demand is outpacing supply, with shortages spreading beyond memory, storage and CPUs to rack-level cooling, networking and power components. COO Jeffrey Clarke said Dell is securing more supply while customers move to earlier deliveries via forecasts in planning tools. Dell also shifted PC manufacturing inputs to AI infrastructure and raised fiscal 2027 revenue guidance by $25 billion.

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