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.

MEXC Research

@MEXC_Research

Your 0-Fee Gateway to Infinite Opportunities. Trade Crypto, Stocks, Gold, Silver, Oil and Prediction Markets in One Place. @MEXC

参加 July 2026

13 フォロー中 230 ファン

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.