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▶ 54:07 · $DELL · Dell's AI server orders eclipse the prior full year
episode briefing
BG2 Pod

Michael Dell - Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2

2025-07-10 · 1 company · 0 thematic
sentiment
1 bull0 bear0 neu
speakers
michael dell

Founder, chairman and CEO of Dell Technologies, one of the world's largest providers of computers, servers and enterprise infrastructure.

quote
“in the first quarter we had... $12.1 billion in AI orders... our shipments for all of last year in AI servers were about $10 billion... this is growing super fast. And now we have a backlog of a little over $14 billion.”
—michael dell
now playing · $DELL
$DELL···bullish· high· posmichael dell
Dell's AI server orders eclipse the prior full year
Dell's existing server leadership, engineering and supply-chain capabilities position it to assemble massive GPU clusters, with first-quarter AI orders already exceeding the prior…