Dell's share price surged sharply on Wednesday as market analysts telegraphed their confidence in the OEM's ability to capitalize on the AI market.
Woodring expressed confidence in Dell's prospects as an AI infrastructure vendor adding that he expected server orders to drive $10 billion in revenues during system builder's 2025 fiscal year. The diversity of Dell's AI portfolio should help the system builder secure new orders even in spite of supply constraints, which have
"We are also seeing strong interest in orders for AI-optimized servers equipped with the next generation of AI GPUs, including the H200 and the MI300X."
Source: News Formal (newsformal.com)
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