Fun Fact: If you had thrown 10,000 € into Dell 5 years ago, you'd be sitting on about 84,000 € today.
+738%. In five years.
But here's the really interesting part.
In 2021, Dell was considered the most boring company in the tech sector. PC manufacturer. Commodity hardware. No growth, no sex appeal, no AI narrative. The P/E ratio was sometimes below 10x - proof that the market doubted its future.
Today: Stock at $418.
What happened?
Dell recognized earlier than almost anyone else that the AI revolution isn't a software revolution. It's a hardware revolution. Every AI model needs servers. Every server needs an assembler, a supplier, a distributor.
Dell has quietly positioned itself at the center of this infrastructure.
Q1 FY2027: 43.84 billion. $ Revenue - +88% YoY. AI server revenue: 16.1 billion. $ - +757% YoY. Annual guidance raised to $165 billion to $169 billion. The AI server backlog: $51.3 billion.
The most boring company in the tech sector is now one of the largest AI infrastructure providers in the world.
What Dell teaches: The biggest gains don’t come from where everyone is looking. They come from where an old skill suddenly becomes essential.
Dell didn’t invent new technology.
It just built the right technology at the right time.
#Dell #DELL #AI
+738%. In five years.
But here's the really interesting part.
In 2021, Dell was considered the most boring company in the tech sector. PC manufacturer. Commodity hardware. No growth, no sex appeal, no AI narrative. The P/E ratio was sometimes below 10x - proof that the market doubted its future.
Today: Stock at $418.
What happened?
Dell recognized earlier than almost anyone else that the AI revolution isn't a software revolution. It's a hardware revolution. Every AI model needs servers. Every server needs an assembler, a supplier, a distributor.
Dell has quietly positioned itself at the center of this infrastructure.
Q1 FY2027: 43.84 billion. $ Revenue - +88% YoY. AI server revenue: 16.1 billion. $ - +757% YoY. Annual guidance raised to $165 billion to $169 billion. The AI server backlog: $51.3 billion.
The most boring company in the tech sector is now one of the largest AI infrastructure providers in the world.
What Dell teaches: The biggest gains don’t come from where everyone is looking. They come from where an old skill suddenly becomes essential.
Dell didn’t invent new technology.
It just built the right technology at the right time.
#Dell #DELL #AI