- Dell uses just-in-time manufacturing and negative cash conversion cycle.
- AI server backlog is $95 billion.
- AI customers exceed 6,500.
- Projected fiscal-year revenue growth is 70%.
- Memory chip shortages could worsen next year.
- Michael Dell outlined Dell Technologies' strategy to withstand a potential AI downturn, emphasizing just-in-time manufacturing and a negative cash conversion cycle that limits inventory exposure. The company builds servers against customer orders. Dell disclosed an AI server backlog of $95 billion from over 6,500 customers and projected 70% fiscal-year revenue growth. He warned that memory chip shortages could worsen next year.
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