AI TechnologyThe newly launched AI-enabled PCs to drive new growth, with Dell forming a partnership with Microsoft to launch 'Copilot+' PCs, touted as the fastest, most intelligent Windows PCs ever built.
Financial PerformanceManagement is guiding for 8% top-line growth in FY Feb 25, ahead of the PC industry's growth of 3.8%, indicating strong company performance.
Market PresenceDell's AI server backlog is growing, with a pipeline that has increased by over 50%, suggesting a strong future ramp-up and significant growth in AI demand.