Tag: supply chain constraints
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The Register: Dell has $14BN AI server backlog, warns projects are ‘nonlinear’
Source URL: https://www.theregister.com/2025/05/30/dell_results/ Source: The Register Title: Dell has $14BN AI server backlog, warns projects are ‘nonlinear’ Feedly Summary: Can’t build a datacenter overnight, argues tech giant Dell has confirmed an order backlog of $14.4 billion for AI optimized servers, yet it is tempering investors’ expectations for future sales by talking about demand being lumpy…
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The Register: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build
Source URL: https://www.theregister.com/2025/02/07/amazon_q4_fy_2024/ Source: The Register Title: Hardware quality problems and server supply chain kinks slow Amazon’s $100 billion AI build Feedly Summary: Reverses life extensions for some servers it now feels aren’t useful in the inferencing age Amazon Web Services is struggling to get the high-quality servers it needs to build AI infrastructure and…