NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion

Ein enormer Zahlensprung für Dell, das Rechenzentren mit NVIDIA-Komponenten baut. Aus der Telefonkonferenz zu den Geschäftszahlen: 'David Kennedy: Yes. Look, a strong start to the year, Catherine, $16.1 billion of shipments, $24.4 billion of orders. Our backlog now sits at $51.3 billion Just 90 days into the quarter, we are raising our full year guide by $10 billion. We will continue to work through those deployments. As we match up our supply Obviously, are complex designs that we are engaged on. We are actively involved in the technology transition as we get ready for Blackwell. And, obviously, working with all these customer bases in relation to data center readiness and making sure they can receive the product I guess as you look at our portfolio, look, it is expanding and growing across all our verticals, whether that is neo clouds, our sovereign relationships, our enterprise customers, You would have heard Michael last week at Dell Tech World talk about our 5 thousand+ customers, which is up over 50% in the last 6 months, so you can see the traction. that is coming. And I guess the other data point I would add is as we look at our pipeline over the next 5 quarters, that is multiples of our backlog, and it is growing across each individual vertical there, again, across Neo Clouds individually sovereign individually, and the enterprise space. So it is broad based, and it is present either geography wise or vertical wise.' https://www.fool.com/earnings/call-transcripts/2026/05/28/dell-dell-q1-2027-earnings-call-transcript/?source=djc&utm_source=djc&utm_medium=feed&utm_campaign=article&referring_guid=92b436be-2736-4f1a-b2c4-53b6fa49ede2&mod=mw_quote_news

Game over ey...

Dell overnight - völlig irre 😳

Er verwechselt micron mit micro 😁

Das in deiner Hose ist aber keine Aktie!😁

Jammert mir nix vor. Ich bin Micron-Aktionär.

Singularity is upon us.

Wenn man da mal rüber schaut, haben so einige demnach noch immer arge Probleme zu verstehen was KI eigentlich ist. Und das nach all den Jahren mittlerweile 🤣

Schwindelerregend bei Dell jetzt gerade…

Dell: im ersten Quartal steigen der KI-Server-Umsatz um 757% auf 16,1 Mrd. US-Dollar und der Nettogewinn um 256% auf 3,4 Mrd. US-Dollar; Das nächste nvidia mit dem unendlichen wachstum

Dell EPS steigt um fast 300%. Dieses unendliche Wachstum bei allen kI Unternehmen einfach gigantisch

.

..hast auch endlich n Leben du *** ? 😉

@Altay01 wo du????