When the market weakens, $PI actually rises 3.37%, ready to break through $0.10?
Dell is showing just how strong AI infrastructure demand has become.
Its AI backlog reached $95B, up 85% QoQ, while AI server revenue hit $16.4B. EPS also came in at $7.04, beating estimates by 43%.
The next challenge is execution: supply capacity and delivery speed will determine how quickly that backlog converts into revenue.
Dell is showing just how strong AI infrastructure demand has become.
Its AI backlog reached $95B, up 85% QoQ, while AI server revenue hit $16.4B. EPS also came in at $7.04, beating estimates by 43%.
The next challenge is execution: supply capacity and delivery speed will determine how quickly that backlog converts into revenue.
