What sets Dell apart is its substantial investment in developing server solutions, particularly tailored for AI and machine learning workloads. The Dell EMC division, specializing in corporate data warehouses and server infrastructure, is expanding the PowerEdge product line to accommodate the computational demands of AI. After the latest quarterly report release, investors were impressed, leading to a nearly 20% surge in stock price. Dell management noted that the demand for AI servers far outstrips their current order backlog, which is also growing quickly.