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Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy

Source: Reddit Stocks · 2026-05-29
bro dell just absolutely blew the doors off with $24.4B in AI orders and $16.1B of AI server revenue in just ONE quarter (Dell press release, May 28, 2026), and everyone on here is completely losing their minds over GPUs like usual but you guys are missing the actual story here. this isnt some random one-off buying panic, its a massive multi-year infrastructure sweep thats about to completely re-price the whole damn supply chain from top to bottom. think about it, when a giant hyperscaler signs
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