**Nvidia Expects Surging AI Infrastructure Revenue, Positive for Dell Technologies**
Nvidia (NASDAQ: NVDA) forecasts a significant increase in AI infrastructure spending, projecting global expenditure to reach $3-4 trillion by 2030, rising from an estimated $800 billion in 2026. The company reported a record revenue of $96.2 billion for the past quarter, more than doubling from the previous year and is on track for $108 billion in the current quarter—a 90% year-over-year growth.
**Dell Technologies’ Impressive Growth Fueled by AI Demand**
Dell Technologies (NYSE: DELL) has seen explosive growth due to rising demand for AI servers, reporting a 58% revenue increase to $47 billion in Q2 of fiscal 2027. Dell received nearly $61 billion in AI server orders during the quarter, resulting in a record backlog of $95 billion. The AI server market is projected to grow from $262 billion in 2023 to $2.85 trillion by 2034, positioning Dell for sustained revenue growth in this sector.
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