Dell Surges on Booming Demand for AI Servers and Solutions
- Dell stock up 31% pre-market as earnings call focuses heavily on AI capabilities
- Dell touting AI-optimized servers and solutions as major growth opportunity
- Orders for AI servers up 40% sequentially; $2.9B backlog citing strong demand
- Dell benefiting from Nvidia GPU supply and interest in next-gen H200 and MI300X
- Analyst headline calls Dell an "AI-led ISG acceleration"; signs of a tech bubble