Dell's AI Orders Are Surging - Thanks To Nvidia

seekingalpha.com/article/4799236-dell-stock-ai-orders-surging-thanks-nvidia

Investment Thesis
Activity for rack-scale server shipments shot up more than 2x in the opening quarter of this year, as per data from IDC, with the entire server market reaching a record $95.2B in the first quarter.
Activity for rack-scale server shipments shot up more than 2x in the…

This story appeared on seekingalpha.com, 2025-07-04 06:55:37.
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