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Super Brief: Dell's $60 Billion Question — Super Brief
Published 3 weeks, 2 days ago
Description
Dell's $60 Billion Question. Dell shipped $16.1 billion in AI servers last quarter, up 757% year-over-year. AI now constitutes 37% of total company revenue compared to 5% a year ago. Full-year guidance implies roughly $15 billion per quarter in AI servers for the rest of FY27, or 30,000-50,000 AI server racks flowing into hyper