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Posted by
Two Blokes Jul 29 -
Filed in
Stock
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Dell is experiencing unprecedented demand for AI-optimized servers, with $12.1B in AI-related orders and a $14.4B backlog fueling revenue growth. The global surge in data center spending, driven by AI and digital transformation, positions Dell to benefit from hyperscaler and cloud infrastructure expansion. Dell leads the server market alongside SMCI, capturing major AI server deals as hyperscalers like AWS, Azure, Google, and Meta ramp up capacity.
