$DELL’s earnings made one thing clear the AI infrastructure story is still accelerating.

- $95B AI backlog (+85% QoQ)
- $47.0B revenue
- $7.04 EPS, beating expectations by 43%
- $16.4B from AI servers

A huge backlog is bullish, but it isn’t revenue until it’s delivered. For me, the next thing to watch is chip supply and how quickly Dell converts those orders into actual sales.

Is AI hardware demand just getting started? 👇
#BingX