Dell Just Proved the AI Server Trade Is Still Alive. HPE Reports Tonight. - DD

Dell dropped a monster print that showed AI server demand is still running hot, not cooling off. Stock ripped, guidance moved higher, and it forced people to reprice how much real money is still flowing into the “boring” hardware side of AI infrastructure . Now Hewlett Packard Enterprise reports tonight. The angle isn’t “HPE is about to be Dell.” It’s simpler than that: if Dell is seeing this kind of sustained spending, HPE probably isn’t completely left out. They’ve got ProLiant servers, the Juniper networ