Dell's AI Backlog Surge Positions Stock for $600+ as Server Revenue Doubles
Dell's AI order backlog has grown rapidly, and its server revenue reportedly doubled. Longtime bulls are debating whether the stock has already priced in this growth, with the answer hinging on a figure within the backlog.
Why it matters — DELL watchers would care because the pace of growth in Dell's AI pipeline could significantly influence how the market values the company's forward-looking server business.