Dell said when it comes to AI, the company’s customers are facing so much demand of their own they are running up against the limits of America’s aging power grid.
“Our customers are immediately deploying whatever infrastructure they get,” he said. “The limiting factor for many of them seems to be, can they get the power into the buildings to supply the energy required.”
Yet, all told, Dell sees the massive demand for AI and the infrastructure powering as a sign the good times are still here, at least for now.
“I’m sure at some point there’ll be too many of these things built, but we don’t see any signs of that,” Dell said.
