Dell confirmed on November 10 that it will report fiscal third-quarter 2027 results on November 24. The same evening Supermicro announced a run of investor conferences starting in Miami on November 11. Between them, the two biggest AI server builders in the US will spend the next few weeks answering one question: can record orders turn into cash fast enough to justify the debt … [Read more...] about Dell (DELL) Reports November 24 With a 95 Billion Dollar AI Backlog to Turn Into Cash as Supermicro (SMCI) Takes Its Record Quarter on the Road
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