Dell: The $95 Billion AI Order Backlog Is Not the Whole Story - I See the Stock Over $600

For me, Dell ’s gigantic AI order backlog of $95 billion is just part of the story. The more complex AI infrastructure becomes, the more valuable system integrators will be, as they can build a functioning complete system from GPUs, CPUs, storage, networking, power supply, cooling, and services. In my view, Dell seems to be taking a leading role in exactly this area. An AI data center no longer consists solely of NVIDIA GPUs. Major clients must plan complete architectures: What CPU power is required? How will data be stored and moved? How must...