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DELL Rides on Growing AI Clientele: Can the Stock Outpace SMCI & CSCO?
Source: zacks.com
Artificial IntelligenceTechnology & InnovationCompany FundamentalsCorporate Guidance & OutlookAntitrust & Competition
Dell Technologies' AI customer base has exceeded 6,500, supported by enterprise, sovereign and Neocloud demand. Record AI-related orders have lifted the company's backlog to $95 billion, signaling strong forward revenue visibility. The outlook is tempered by intense competition in AI infrastructure.
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