Dell CEO: Memory Chip Supply, Not Demand, Is AI's Bottleneck
Michael Dell says the memory chip shortage will worsen next year, as Dell's AI server backlog reaches 95 billion dollars in undelivered orders.
Michael Dell, CEO of Dell Technologies, said in an interview that AI demand is not the bottleneck for the company — the shortage of memory chips is, according to digitaltoday.co.kr. He added that the shortage is expected to get worse next year.
Dell's AI server backlog currently stands at 95 billion dollars worth of orders not yet delivered.
The company's customer base of AI data center clients grew from 3200 over two years, with 3300 more added in the last nine months. The interview was conducted by Wall Street Journal columnist Christopher Mims.
In 1984, Michael Dell founded Dell in a college dorm room with 1000 dollars as a direct-sales PC company.
Quick answers
What did Michael Dell say is the AI bottleneck?
He said AI demand is not the bottleneck; the shortage of memory chips is the problem, and it is expected to get worse next year.
How large is Dell's AI server backlog?
Dell's AI server backlog stands at 95 billion dollars worth of orders not yet delivered.