Inside Dell's Exploding AI Business
Source: SeekingAlpha
2026-03-11 10:21:54 ET
Investment Thesis
Dell’s ( DELL ) investment case is increasingly linked to the explosive build-out of AI infrastructure. With AI orders over $64 billion and a $43 billion backlog, Dell has unusually good visibility on its future revenue streams. Its management believes that AI revenue is on its way to $50 billion in FY27, growing at nearly double-yearly rates....
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Inside Dell's Exploding AI Business
Dell Technologies Inc. Class C
NASDAQ: DELL
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