From Yahoo Finance · · 1m
Dell AI Server Backlog Predicts Nvidia Supercycle
Dell's $95 billion AI server backlog positions it to profit from Nvidia's AI supercycle.
In brief
Dell's $95 billion AI server backlog positions it to profit from Nvidia's AI supercycle. Dell's $95 billion AI server backlog enables it to capitalize on Nvidia's AI infrastructure boom. Originally reported by Yahoo Finance.
Nvidia's AI Boom
Nvidia's revenue more than doubled to $96.2 billion in the previous quarter.
Nvidia's Growth Sustainability
Nvidia's $108 billion revenue guidance points to a 90% year-over-year increase.
2009 Signal Reappears
A 'Double Down' signal flashed for Nvidia in 2009, now flashing for Dell.
Dell's AI Server Orders
Dell received almost $61 billion in AI server orders during the second quarter of fiscal 2027.
Dell's AI Server Backlog
Dell ended the quarter with an AI server backlog of $95 billion.
Dell's Revenue Growth
Dell's revenue increased 58% year over year to a record $47 billion in Q2 2027.
Dell's Future Outlook
Dell's order pipeline is 'multiples of its backlog' enabling sustained AI server growth.
Here's the gist
Dell's $95 billion AI server backlog enables it to capitalize on Nvidia's AI infrastructure boom.
