Brody Ford

Well, it's all about these servers, right?

I think when some of us think about AI revenue, we think about people selling large language models, but it's a lot more than that, right?

I mean, somebody needs to build those servers that go into data centers to train all those models and deploy all the applications.

And Dell, a lot of us think of as the kind of boring laptops and computers, but they've managed to really reinvent themselves as physical infrastructure provider for the AI boom.

And so, you know, we're seeing some pretty comical revenue ramp here.

Well, it's all about these servers, right?

I think when some of us think about AI revenue, we think about people selling large language models, but it's a lot more than that, right?

I mean, somebody needs to build those servers that go into data centers to train all those models and deploy all the applications.

And Dell, a lot of us think of as the kind of boring laptops and computers, but they've managed to really reinvent themselves as physical infrastructure provider for the AI boom.

And so, you know, we're seeing some pretty comical revenue ramp here.

Well, it's all about these servers, right?

I think when some of us think about AI revenue, we think about people selling large language models, but it's a lot more than that, right?

I mean, somebody needs to build those servers that go into data centers to train all those models and deploy all the applications.

And

Dell, a lot of us think of as the kind of boring laptops and computers, but they've managed to really reinvent themselves as physical infrastructure provider for the AI boom.

And so, you know, we're seeing some pretty comical revenue ramp here.

Well, it's all about these servers, right?

I think when some of us think about AI revenue, we think about people selling large language models, but it's a lot more than that, right?

I mean, somebody needs to build those servers that go into data centers to train all those models and deploy all the applications.

And