Innlegg

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