$DELL reports tomorrow AMC. Customers are ordering AI servers faster than Dell can build them. Some are signing supply deals three to five years out just to be sure they get the hardware. That is why the stock keeps going up. Demand is booming. The strain comes on the supply side. Dell can't get enough memory along with CPUs and hard drives. Those parts keep getting more expensive and Dell says it is repricing constantly to pass that on to customers. Buyers are paying more for the same server so Dell's profit is protected. The risk is that higher prices eventually slow orders down. So far they haven't.