Dell is showing that the AI spending story goes way beyond chipmakers.
$DELL reported $47B in revenue, with EPS of $7.04 beating estimates by 43%. The AI backlog is even more interesting at $95B, up 85% from the previous quarter.
Now the question is whether Dell can keep up with demand while chips and memory remain tight.
#DELL #AI #Stocks #Tech #BingX
$DELL reported $47B in revenue, with EPS of $7.04 beating estimates by 43%. The AI backlog is even more interesting at $95B, up 85% from the previous quarter.
Now the question is whether Dell can keep up with demand while chips and memory remain tight.
#DELL #AI #Stocks #Tech #BingX
