Dell CEO Michael Dell: AI demand is very solid

Michael Dell, founder, CEO, chairman of Dell Technologies. Always good to talk to you, Michael. >> Great to be with you again, John.>> So, you got a big uh investor day today. I want to talk about the numbers, but before that, I got to go big picture with you. I'm not going to ask if we're in a stock market bubble, but are we in a state of overheated data center buildout that could be getting ahead of itself.The things that we watch out for are signs that for example uh customers are buying things that they ...