Dell just posted the quarter of the decade for enterprise tech. Revenue hit USD 43.8 billion, up 88% year over year. AI-Optimized Servers: USD 16.1 billion, up 757%. The stock was up 30% after-hours. Every single number was a record. 📈
Here's the number nobody is talking about enough: Dell booked USD 24.4 billion in new AI orders in a single quarter. The AI server backlog is now USD 51.3 billion. They have more demand than they can ship. That's not a supply problem; that's a pipeline that could last years.
Full-year guidance raised to USD 167 billion, up nearly 50% year over year. If you weren't watching DELL before, you are now. This is what an AI infrastructure compounder looks like in real time.
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