Dell Technologies reported a significant earnings beat for Q4, with adjusted EPS of $2.20 against expectations of $1.72, and revenue of $22.32 billion surpassing the forecasted $22.15 billion. The adjusted operating income reached $2.14 billion, exceeding expectations of $1.91 billion. This performance was driven by a 40% QoQ growth in its AI order book, alongside a boost in its quarterly dividend to $0.445 per share. The company's focus on infrastructure and AI-optimized servers, which saw a nearly 40% QoQ increase in orders and shipped $800M of AI optimized servers, has paid off by offsetting a soft PC business. Dell's shares surged more than 20%, with a notable increase of 16% AH to $110, marking its best day since returning to the stock market in 2018, as it capitalized on the rising demand for AI technology, with its stock price reaching a new record high. The company's strategic diversification and operational excellence have positioned it to benefit from the AI tailwind, leading to a positive outlook for the future. Additionally, Dell's diluted EPS was $1.59, and its revenue was reported as $22.31 billion, with shares up 200% over the last 1 year.