Dell, HPE Named Top AI Server Plays As Analyst Cites $14 Billion Backlog
1. Dell is primed for rapid revenue growth from AI servers. 2. Projected AI server revenues could exceed $44 billion by 2027 for Dell. 3. AI demand significantly boosts server market, generating higher average selling prices. 4. Dell reported $14.4 billion AI server backlog in Q1 fiscal 2026. 5. Profit margins may face pressure due to increasing competition in AI market.