Why Dell's Post-Earnings Drop Is A Gift
- Dell's ISG segment grew 34% YoY, driven by a 58% surge in server and networking revenue.
- Dell shipped $2.9 billion in AI servers during Q3 FY25, with a backlog reaching $4.5 billion.
- CSG revenue declined 1% YoY as consumer sales fell 18%, offset by a 3% rise in commercial PCs.
- Dell's AI solutions, including the industry-leading XE9680, outshine Super Micro with unmatched density, liquid cooling efficiency, and turnkey integration.
- Dell's 25% ISG growth forecast appears conservative, given the AI server market's 35% CAGR and robust enterprise demand.
Hispanolistic
Investment Thesis
While most of the world is racing for AI, few companies are as pivotal in the quiet AI ecosystem as Dell Technologies (NYSE:DELL). Much of the attention has fallen on software giants like OpenAI, or chip
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