shares of Dell now as its second quarter results hit the wire taking a look at the numbers here you can see the stock is having a positive reaction I'm going to tell you why right now operating income was the key figure to watch as operating margins fell by double digits in q1 that number came in at 1.3 billion and that was above the estimate of around 1.27 billion here also a Dell 2q infrastructure solutions group Revenue coming in above estimates at 11.6 billion the estimate was 10.5 billion we're also seeing second quarter adjusted EPS coming in above consensus here at a189 the consensus was $1.71 and lastly let's get to that Revenue number you're seeing on your screen here coming in at 25 billion and that is above the estimate here of 24.12 billion Josh you make a beline for that isg segment because that includes the server business and just looking at some of the executive commentary around that they say our momentum in isg is a significant Tailwind they talk about record isg revenue of 11.6 billion they say that's up 38% year-over-year um you're going to want more color obviously about about the core business so that's servers PC storage but you're going to have a lot of questions on the call about AI server momentum too shipments backlog and margins yeah and then they get to that right at the top of the first page in their earnings print here saying server and networking Revenue was a record 7.7 billion that is up 80% with demand growth across Ai and tradition add servers storage Revenue had a little bit of pressure here but the quote that I'm looking at from the co here saying our AI momentum accelerated in the second quarter they've seen an increase in the number of Enterprise customers buying AI Solutions each quarter here so continuing to see that move to the upside on AI spend all right