$DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI o

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$DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI o

· @KawzInvests

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$DELL reported $16.1B in AI server revenue, up 757% YoY, with $24.4B in new AI orders and a $51.3B backlog. FY27 AI server guidance raised to roughly $60B. Demand still ramping... $PENG (~$2.8B) already runs a live infrastructure deal with $DELL and Deepgram. Its integrated

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