Dell's AI server business has exploded from about $2 billion two years ago to roughly $10 billion shipped last year, with $12.1 billion in new AI orders in a single quarter and a backlog of over $14 billion.

53:58in a position to be part of that next wave? And what are the key what's the key value ad from your products in those large deployments? >> Yeah, so last year our server networking business grew 58% uh year-over-year. Um in the first quarter we had uh we received 12.1 billion in AI orders. Uh and by the way, our shipments uh for all of last year in AI servers

54:31were about $10 billion. So So we Soion two years ago were two billion. >> Yeah, it was it was it was not very much two years ago. So we we took orders in the first quarter for over 12 billion and last year we shipped about 10 billion. So this is growing super fast. And now we have a backlog of of uh a little over 14 billion. So what

55:00happened? Well, um you know, we we we're already the leader in servers. Um we we kind of saw the GPU thing and it's a it's a combination of things. I mean, when when Nvidia releases a reference design, um it it's kind of a reference design. It doesn't really work. You know, we love Nvidia, but but uh you know, somebody's got to make all this stuff. And so we uh tons of tons of

55:35engineering and obviously there's a logistics the supply chain building these 100,000 plus GPU clusters and making them work reliably is super complex. So it's a combination of engineering uh operations um you know we we often will help with the financing of these with our uh Dell financial services and uh you know this the scale of these things is enormous. me right we talked about this at Deltech world right now