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    Home/News/Topics/Hardware

    Topics

    Hardware

    2 signals

    Signals

    Artificial IntelligenceInformation TechnologyFederal ProcurementSupply ChainHardwareCompany
    4 days ago

    Dell Urges Early AI Hardware Forecasting as Component Shortages Raise Delivery Risks

    Dell Technologies recommends that AI hardware buyers share detailed demand forecasts earlier as shortages span memory, CPUs, drives, optical components, cooling, and power systems. Its $95 billion AI backlog at the end of fiscal Q2 2027 signals strong demand and potential delivery risks for government AI deployments and supporting contractors.

    Artificial IntelligenceInformation TechnologyProcurementSupply ChainHardwareGeneral
    36 days ago

    NVIDIA Signals AI Hardware Constraints, Urges Procurement Focus

    NVIDIA's CEO highlights **memory** and **silicon photonics** as bottlenecks in AI infrastructure. With substantial investments, including a **$2 billion** commitment to Coherent Corp., procurement professionals should engage with leading suppliers to enhance AI capabilities and mitigate hardware limitations.