Dell Technologies (DELL) can almost double the order backlog for AI-optimized servers in Q4 compared to the previous quarter. Customers are still at the beginning of their AI journey.

C. Ferrario
Reading Time: 3 minutes

Dell Technologies (DELL) reported better-than-expected Q4 figures on Thursday (February 29). The company appears to have positioned itself well in the field of AI and can benefit from the emerging momentum. Dell is experiencing continued strong demand for its AI-optimized server portfolio. PowerEdge XE9680 is the fastest growing solution in the company's history In ISG, traditional server demand grew year-over-year and for the Third consecutive quarter. Storage demand grew beyond normal seasonality, although it declined year-over-year as expected....

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