Dell's AI Orders Are Surging - Thanks To Nvidia

Group 1 - Rack-scale server shipments increased more than 2x in the first quarter of this year, indicating strong demand in the market [1] - The overall server market reached a record $95.2 billion in the first quarter, showcasing significant growth [1] Group 2 - The technology sector, particularly semiconductors, artificial intelligence, and cloud software, is a primary focus for equity research [2] - Other areas of research include MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment interest [2]