Dell Technologies is preparing to release its latest quarterly results, with investors expecting the company’s expanding AI-server business to remain a major source of growth.

The company has benefited from technology businesses building and expanding artificial-intelligence infrastructure.

Analysts expect Dell’s latest results to show strong growth in revenue, supported by demand for servers designed to handle AI workloads.

Dell’s role in supplying the physical infrastructure needed for large AI systems has become increasingly important as companies spend heavily on data centres.

MarketWatch reported that Dell’s AI backlog had reached about $51.3 billion, although supply constraints continue to limit how quickly the company can meet demand.

The company’s server and networking business has become a central part of its growth story.

Dell also stands to benefit from the continued expansion of AI infrastructure by major companies such as Nvidia and SpaceX.

As more computing capacity is deployed, demand for servers, storage systems and data-centre equipment could provide additional opportunities for the company.

Investors will now be looking closely at Dell’s revenue, earnings and future outlook.

A strong forecast could further reinforce confidence that businesses involved in the physical infrastructure behind AI are benefiting from the continuing technology investment boom.

Sources: Investopedia, MarketWatch