Dell Technologies: Leader among AI Server Stocks with 95 Billion USD AI Backlog

Dell benefits not only from AI servers. The AI boom also drives traditional servers, storage, networking, and PCs. The AI order backlog reaches 95 billion USD, and according to management, the pipeline is even several times that. Dell significantly raises its forecast and moves into the S&P 100 on September 21.   Dell Technologies (DELL) is evolving from a traditional PC and server provider to a central supplier of modern data centers. AI is the primary catalyst but has an impact far beyond GPU servers. Agentic applications require...