Dell's CFO's recent statement is quite solid, prioritizing supply chain + gross margin expansion. The foundation of traditional IT infrastructure has actually become a moat in the AI wave, which is quite interesting.

CryptoWorld News reports that Dell (DELL.N) Chief Financial Officer has recently made several statements, indicating that customers continue to prioritize IT infrastructure needs and are increasingly focused on supply assurance. This behavior is expected to persist throughout the year. Additionally, excluding the impact of artificial intelligence portfolios, Dell's gross margin outlook is better than last quarter, and the gross margin is expected to continue expanding for the full year.