Dell says supply, not price, decides AI deals amid shortage

AI infrastructure demand has outpaced supply, and Dell is urging customers to plan purchases earlier instead of waiting for end-of-quarter discounts. Dell SVP David Schmoock said late orders can delay deployments by 60–120 days.

• Dell sees shortages beyond memory and CPUs, including cooling, networking and power
• Late orders can push deployments back by 60–120 days
• Dell advises redesigning workflows and data before applying AI
• The company likens AI token costs to an NFL salary cap