Dell’s AI numbers are looking seriously strong 👀
AI backlog jumped to $95B, up 85% from the previous quarter, while AI server revenue reached $16.4B.
EPS also came in at $7.04, beating estimates by 43%. That’s a pretty big beat.
For me, the interesting part isn’t just the numbers. It’s what they say about the demand for AI infrastructure.
Companies are spending heavily to build out their AI capabilities, and Dell is clearly benefiting from that trend.
The big question now is whether Dell can keep up with this level of demand and turn the huge backlog into continued revenue growth.
I’ll be watching $DELL closely, especially as the AI trade continues to influence the broader market.
AI + tech momentum is definitely a narrative I don’t want to ignore. 👀
$DELL $NVDA $BTC
#DELL #AI #BingX
AI backlog jumped to $95B, up 85% from the previous quarter, while AI server revenue reached $16.4B.
EPS also came in at $7.04, beating estimates by 43%. That’s a pretty big beat.
For me, the interesting part isn’t just the numbers. It’s what they say about the demand for AI infrastructure.
Companies are spending heavily to build out their AI capabilities, and Dell is clearly benefiting from that trend.
The big question now is whether Dell can keep up with this level of demand and turn the huge backlog into continued revenue growth.
I’ll be watching $DELL closely, especially as the AI trade continues to influence the broader market.
AI + tech momentum is definitely a narrative I don’t want to ignore. 👀
$DELL $NVDA $BTC
#DELL #AI #BingX
