Supply Chain Dive Sep 10, 2026 Supply Chain

Dell faces widening supply shortages as high AI demand persists

Dell faces widening supply shortages as high AI demand persists. COO Jeffrey Clarke stated, "Welcome to the life of a supply chain person at Dell. This is what we do, chasing parts. We love it."

Why this matters to buyers

High demand for AI-related components is causing supply shortages, which may affect availability and lead times for related hardware.

Recommended buyer actions

  • Assess potential impact on AI hardware procurement timelines.
  • Consider diversifying suppliers for critical components.

Original source context

“Welcome to the life of a supply chain person at Dell. This is what we do, chasing parts. We love it,” COO Jeffrey Clarke said.

Read the original report · Supply Chain Dive

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