Dell prepares for an AI slowdown with just-in-time builds and a customer-funded model

A $95 billion AI server backlog meets a Barclays downgrade, a memory crunch, and a company quietly planning for the music to stop Dell Technologies is sitting on the largest AI server backlog in its history. It is also building its business as if that backlog could shrink. The company is reportedly leaning on just-in-time manufacturing and a customer-funded model to prepare for a possible AI downturn. At the end of fiscal Q1 2027, Dell reported an AI server backlog of $51.3 billion . In that same quarter, it recorded $24.4 billion in AI orders and $16.1 billion in AI server revenue. Then the order book kept growing.

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