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AI spending isn’t slowing down — but Wall Street is starting to demand perfection.
Dell, Broadcom, and Snowflake just gave the market three very different signals.
Dell raised full-year revenue guidance from roughly $167B to $192B, while AI server revenue jumped from $60B to $74B. Its AI server orders over the past 12 months have now topped $130B, with $60.9B of orders this quarter and a $95B backlog.
The message is p.
The long-term AI
#DailyOrbit
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