Michael Dell Says Adoption of AI PCs is 'Definitely Delayed'

Dell CEO Michael Dell has acknowledged delays in corporate adoption of AI-enabled PCs but remains confident in their eventual widespread uptake, citing his four decades of industry experience with technology transitions.

The PC maker's chief executive told Fortune that while the current refresh cycle is 'definitely delayed,' adoption is inevitable once sufficient features drive customer demand. Meanwhile, Dell's infrastructure division saw 80% revenue growth last quarter from AI-server sales. The company is supplying servers for xAI's Colossus supercomputer project in Memphis and sees opportunities in 'sovereign AI' systems for nations seeking technological independence. 'Pick a country ranked by GDP, the [top] 49 other than the U.S., they all need one,' Dell said.

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