""If you take the 12 months we've just finished, we did $34 billion in AI-optimized server orders in Q4, which tapped us up to $64 billion for the full year, and we exited the year with $43 billion in backlog.""
""What's super exciting is our next five-quarter pipeline of opportunities has never been higher.""
""The fear of being left behind is becoming more powerful.""
""Bank of America analysts recently raised their forecasts for Dell's AI-servers, increasing their estimate for the current quarter to about $15 billion and lifting their full-year projection to roughly $60 billion, citing stronger-than-expected demand.""
Dell has successfully reinvented itself by building a $25 billion AI infrastructure business in just two years. The company reported record revenues of $113.5 billion and anticipates $50 billion in AI server sales for the next year. CFO David Kennedy highlighted a remarkable $34 billion in AI-optimized server orders for the last year, with a backlog of $43 billion. Analysts have raised forecasts for Dell's AI servers, reflecting strong global demand and interest in AI technologies.
Read at Fortune
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