Dell's AI Server Backlog Signals Nvidia Supercycle
Nvidia’s strong performance in the AI infrastructure boom has led to significant growth. The company reported $96.2 billion in revenue, a more than doubling from the previous quarter and up 56% year-over-year. This growth is expected to continue with projections of $3 trillion to $4 trillion in global AI infrastructure spending by 2030. Dell Technologies has benefited from this trend, seeing its…
Key points
- Nvidia's revenue doubled in the previous quarter to $96.2 billion
- Dell Technologies saw AI server orders increase by almost $61 billion
- Dell has a backlog of $95 billion for AI servers
The story so far
2 episodes →- Dell's AI Server Backlog Signals Nvidia Supercyclethis story
Prediction: Dell's AI Server Backlog Makes It a Sneaky Way to Play the Nvidia Supercycle
finance.yahoo.com · 16 September 2026
Loading the full article…
This text was published by finance.yahoo.com and written by Harsh Chauhan, The Motley Fool. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
The headline, key points and digest above were generated by Digest AI's editorial model from the linked sources. Automated summaries can contain errors: the sources are the record. Spotted a mistake? Tell us. Published by Martin K., who runs Digest AI and handles corrections.
More in Business & Funding
All →- Google Play adds private vibe-coded apps for personal use · 3 src
- Epic Games may use AI for code and art in delayed Disney shooter · 7 src
- IMF warns AI share crash could threaten global financial stability · 2 src
- Anthropic to share Q3 financials with investors ahead of potential IPO · 2 src
- OpenAI fires three researchers, says mishandled info · 2 src
Comments
via GitHub Discussions