Dell Posts $51.3B AI Backlog, Launches NVIDIA-Powered Servers
DELL•Dell Technologies reported a record AI-driven $51.3B product backlog and unveiled new NVIDIA Hopper-powered servers, underpinning its robust Q2 revenue guidance. Analysts highlight Dell among top AI infrastructure plays with potential short-term price gains and long-term EPS growth compared with MPWR and HPE.
1. Record AI-Driven Product Backlog
Dell posted a record $51.3B product backlog, largely fueled by enterprise demand for AI computing infrastructure and specialized storage solutions.
2. NVIDIA-Powered Server Launch
The company introduced new servers built around NVIDIA’s latest Hopper GPUs, designed to accelerate large-scale AI training and inference workloads for data centers.
3. Robust Fiscal Q2 Guidance
Dell raised its fiscal Q2 revenue outlook, driven by strong order flow in its infrastructure solutions segment and expanding AI deployments across enterprise clients.
4. Analyst Comparative Outlook
Market analysts rank Dell alongside MPWR and HPE as leading AI infrastructure providers, noting potential short-term price appreciation and sustained EPS growth over the next several quarters.
