Welcome to Tech Briefing. Dell has just confirmed a $14.4 billion backlog of AI-optimized servers, but warns that AI infrastructure projects are “lumpy and nonlinear.” Vice chair and COO Jeff Clarke told investors, “We experienced exceptionally strong demand for AI optimized servers,” yet cautioned that “the inherent nonlinear nature of demand and associated shipments is likely to persist.”

Clarke explained the complexity: customer deployments are large, scheduled deliveries depend on new datacenters, power and cooling upgrades, even liquid-cooling infrastructure. “We love where the backlog is. It’s healthy,” he added.

In its first quarter of fiscal 2026, Dell reported $23.4 billion in revenue, up 5 percent year-on-year, with its AI-driven Infrastructure Solutions Group growing 12 percent. Looking ahead, Dell expects second-quarter revenue between $28.5 billion and $29.5 billion, and a full-year forecast of $101 billion to $105 billion.
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