Dell: Gains 1,000 new AI server customers in a quarter. Traditional enterprise customers are the next growth area!

Dell has won 1,000 new customers for its AI Factory in the first quarter, bringing its total to 5,000 enterprise customers for the NVIDIA-based server platform for the first time. Global AI infrastructure spending could rise to $3 to $4 trillion by 2030. Dell is positioning itself as a key beneficiary of this investment cycle with a growing customer base and a robust order backlog. BofA analyst Wamsi Mohan expects AI server revenue of $15 billion, orders of $20 billion, and a backlog of $49 billion for the first quarter. On stage in Las...