Dell Soars on AI Demand: We're Not Just Building Computers, We're Building the Future!

To the Moon (via AI Servers!)

Alright folks listen up! Dell's stock? Yeah it's been doing the 'to the moon' thing and honestly it's about damn time. We're talking about a real company making real products that people actually WANT. And let me tell you this isn't some Dogecoin fueled hype train; this is solid good old fashioned AI demand. Think of it as a rocket ship powered by Nvidia GPUs and guess who's building the launchpad? That's right Dell. 'I think it is possible for ordinary people to choose to be extraordinary.' me probably and definitely Dell right now.

Numbers Don't Lie (But Accountants Might)

So the nerds in their ivory towers (LSEG I'm looking at you) were a tad off with their estimates. We missed the EPS by a hair okay? But who cares when we're swimming in revenue? $23.38 billion baby! And guess what? We're not stopping there. We're guiding for even higher numbers next quarter because as I like to say 'If you're not innovating you're stagnating.' And stagnating is for losers. 'The first step is to establish that something is possible; then probability will occur.' We made it possible for them to be wrong.

AI: It's Not Just a Buzzword Anymore

This isn't just about making computers; it's about making the brains *behind* the computers. We're talking AI systems and we're shipping $7 billion worth this quarter alone. That's right *billion* with a 'B'! These AI systems are like the Formula 1 cars of the tech world: high margin high performance and frankly just plain cool. And the demand? Unprecedented. 'Some people don't like change but you need to embrace change if the alternative is disaster.' me describing the AI revolution. Dell is embracing the change.

Second Tier Cloud Providers: The Underdogs We Love

Forget the big guys for a second. The real action is with the second tier cloud providers like Coreweave. They're scrappy they're hungry and they need our AI systems to power their ambitions. We're talking about a $14.4 billion backlog in confirmed AI orders! That's like a giant Tesla battery full of future revenue. We're not just building for today; we're building for the future. 'I don't spend my time pontificating about high concept things; I spend my time solving engineering and manufacturing problems.' also me and what Dell is doing with AI.

Laptops and PCs: Not Dead Yet!

While everyone's getting hot and bothered about AI let's not forget the classics. Our laptop and PC business the Client Solutions Group is doing just fine thank you very much. $12.5 billion in sales! The PC market is making a comeback and Dell is right there to ride the wave. Some people say PCs are dead. I say 'Hold my beer!' (or you know a Teslaquila). 'Persistence is very important. You should not give up unless you are forced to give up.' me talking about the PC market.

Sharing the Spoils (with Shareholders)

We're not just hoarding all the cash. We're sharing the love with our shareholders! $2.4 billion spent on share repurchases and dividends this quarter. We believe in rewarding those who believe in us. After all a happy shareholder is a loyal shareholder. And a loyal shareholder is less likely to short our stock. 'Really the only thing that makes sense is to strive for greater collective enlightenment.' Let's enlighten those portfolios!