Dell’s $95B AI backlog shows the infrastructure crunch is far from over

AI News September 03, 2026 08:30 AM

Taryn Plumb is a freelance writer specializing in AI and cybersecurity. She has also written about data infrastructure, quantum computing, networking hardware and software, and the metaverse. In a previous life she was a news and features reporter for The Boston Globe and numerous other outlets and business journals. She is also the author of several regional history books.

Dell’s $95B AI backlog shows the infrastructure crunch is far from over

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