Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk

Dell Technologies Inc.’s (DELL) second-half artificial intelligence (AI) server orders could provide an important signal for how much upside remains in 2027 AI forecasts, said TD Cowen after meeting with the company’s head of investor relations.According to TheFly, analyst Krish Sankar raised Dell'…