Michael Dell to Goldman Sachs investors: Customers sort of go through five stages of grief, starting with OK …

In a forecast that raises concerns, Dell Technologies CEO Michael Dell has warned of an escalating semiconductor shortage that could persist through 2026 and into 2027. As artificial intelligence technology rapidly advances, the manufacturing sector struggles to keep pace, creating significant and lasting supply issues. Customers are often willing to pay higher prices for essential hardware, as businesses recognize the crucial role AI plays in driving efficiency and innovation.
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