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Dell Technologies AI optimized server backlog swells to $2.9 billion exiting Q4

Dell Technologies reported a better-than-expected fourth quarter as the company saw strong demand for AI-optimized servers. Jeff Clarke, vice chairman and chief operating officer, Dell Technologies, said orders for AI-optimized servers grew 40% sequentially and backlog doubled to $2.9 billion. "We've just started to touch the AI opportunities ahead of us, and we believe Dell is uniquely positioned with our broad portfolio to help customers build GenAI solutions that meet performance, cost and se...

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