I posted the following paragraph on social media and spent the whole morning answering one question.

Isn't Dell a company that sells computers? What does the recent surge in tech stocks and AI concepts have to do with it?

1️⃣ Business structure transformation: Dell is now divided into two main parts—

Client Solutions: This includes the familiar PCs and laptops (which account for part of the revenue but grow slowly).

Infrastructure Solutions Group (ISG): This includes servers, storage, and networking, which are the core driven by AI and are growing explosively.

In recent quarters, ISG revenue has surged (for example, server and networking business increased by 80% year-over-year in a certain quarter), and AI-optimized servers are contributing significantly.

2️⃣ Impressive AI server orders and revenue data:

In the 2026 fiscal year, AI server orders reached as high as $64.1 billion, with backlogged orders of $43 billion entering the 2027 fiscal year.

AI server shipments have far exceeded expectations (in the first half of the year, they surpassed the entire last year), with expected AI server revenue of about $50 billion in the 2027 fiscal year (almost doubling).

The company's overall revenue guidance for the 2027 fiscal year has been raised to about $140 billion, with EPS growth of 33%. These figures exceed market expectations and directly boost the stock price.

3️⃣ Market positioning:

Dell is not a pure chip manufacturer, but it is one of the main integrators and suppliers of GPU servers like NVIDIA Blackwell and Hopper, capable of rapid large-scale shipments (the U.S. factory can ship thousands of GPUs in a week).

In addition to training, the demand for agentic AI and inference is also exploding, and enterprises require more servers for AI projects, which benefits Dell even more.

Analysts categorize Dell as an AI “pick-and-shovel” stock, along with Super Micro (SMCI), viewed as direct beneficiaries of AI infrastructure.

The last and most critical factor is that others have the damn Trump endorsing them, which Dell has that others do not.

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