Q2 AI server order volume: $60.9 billion, a record high.
End of period AI server backlog orders: $95 billion, record high.
Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$
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- mizzle·09-03 00:22Q2 order volume at 60.9B is wild, but that 95B backlog matters more. Revenue visibility for the next few quarters looks really solid1Report