Dell has reported a significant order backlog of $14.4 billion for AI optimized servers, capitalizing on the ongoing AI datacenter boom. However, executives have warned investors of potential fluctuations in future sales due to complex customer deployments and infrastructural dependencies. Jeff Clarke, the company's COO, explained that while demand fervently remains strong, the challenges of scheduling deliveries and a non-linear supply chain may lead to variable sales outcomes amidst the robust AI momentum. The growing power demands of AI technologies also pose significant infrastructure challenges for datacenters.
The customer deployments that we have in front of us are large, they're complex, they have very detailed scheduled deliveries. There's lots of dependencies on this.
AI momentum continues to remain strong. That said, variability and timing and choices around technology, the inherent nonlinear nature of demand and associated shipments is likely to persist.
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