The AI race is pushing up Dell computer prices. Here's what to expxect, and what the PC giant is telling its sales staff.

"Starting December 17, the computer maker is set to hike prices across its commercial product lines, according to an internal list of upcoming price changes sent to staff on December 9 and seen by Business Insider. The list outlines price hikes for Dell'scommercial business - meaning its sales to corporate clients rather than individual consumers. The commercial business accounts for about 85% of Dell's annual revenue in the Client Solutions Group (CSG), the division that sells laptops and PCs, according to its latest annual results."

"The soaring demand for AI infrastructure has tech companies snapping up enormous quantities of memory and storage chips, increasing competition for consumer devices. A Dell spokesperson told Business Insider that "like others in the industry, Dell takes targeted pricing action, when necessary, while maintaining supply continuity and its commitment to customer value." "Our supply chain is resilient and globally diverse. It's designed to offer the needed flexibility when navigating macroeconomic, regulatory and trade dynamics," the spokesperson said."

Dell will raise prices across its commercial PC and laptop product lines beginning December 17, with increases targeted at configurations requiring larger memory and storage. The commercial segment constitutes roughly 85% of the Client Solutions Group's revenue, so the changes affect corporate customers. An industry-wide shortage of DRAM and NAND flash — intensified by surging demand for AI infrastructure — is pushing component costs higher and affecting competitors like Lenovo and HP. Price impact varies by DRAM and SSD capacity. Dell says it takes targeted pricing actions to maintain supply continuity and relies on a globally diverse supply chain.

Read at Business Insider