MEXC Research(@MEXC_Research):$DELL booked $60.9B in AI server orders this quarter, but only $16.4B became recognized revenue. The gap adds to Dell's $95B AI server backlog, now up from $51.3B last quarter. Why the delay? Dell cited AI chip and memory shortages as production constraints.

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MEXC Research@MEXC_Research

2026.09.03 04:00

$DELL booked $60.9B in AI server orders this quarter, but only $16.4B became recognized revenue. The gap adds to Dell's $95B AI server backlog, now up from $51.3B last quarter. Why the delay? Dell cited AI chip and memory shortages as production constraints.