Dell's earnings blowout makes clear now is not the time to go against the AI grain
CNBC
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Don't fight the tape.
- Dell forecasts FY 2027 revenue of $165B-$169B as AI server revenue outlook rises to $60B midpoint Seeking Alpha —
- Dell CFO Kennedy Sees AI Server Demand Driving Sales Growth Bloomberg —
- AI server demand drives staggering revenue growth for Dell and its stock soars SiliconANGLE —
- Dell CFO Kennedy Sees AI Server Demand Driving Sales Growth ๐น Bloomberg — ยท 6min
- Dell lifts forecasts as AI data center buildout fuels demand, shares soar - Reuters Reuters —