Dell’s quarterly results show a huge growth in server sales, driven by artificial intelligence (AI) projects, but a relative lag in storage. Key reasons behind that might be that Dell’s current storage lags a little behind the curve in AI performance, while its massive parallel network-attached storage (NAS) that aims to plug that gap, Project Lightning, is in gestation. Dell’s PC division usually massively outsells its datacentre products, but that’s not the case in its latest (second) quarterly results, which show 69% growth in sales of servers and networking equipment year-on-year. That equated to a revenue of $16.8bn for the infrastructure division that put the client services – i.e. personal equipment – into the shade with $12.5bn of sales.