Dell's AI Server Boom Is Just Getting Started: 757% Growth and a $60 Billion Target

Dell's AI Server Boom Is Just Getting Started: 757% Growth and a $60 Billion Target

Dell's AI server business is growing at a pace that makes Wall Street's price targets look timid, but the margin compression hiding underneath the headline numbers could either validate the skeptics or set up the most interesting buying opportunity in the sector.

Compal opens new plant

Compal Electronics Inc (仁寶電腦) yesterday said it expects artificial intelligence (AI) servers to account for 30 to 40 percent of revenue next year, up from about 10 percent this year, as it expands production capacity in Taiwan, the US and Vietnam.In the first quarter, server revenue was NT$10 billio

Compal Opens Daxi AI Server Manufacturing Center, Strengthening Its Global AI Manufacturing Footprint

TAOYUAN, Aug. 12, 2026 /PRNewswire/ -- Compal Electronics (Compal; TWSE: 2324) today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal's global...

Compal Opens Daxi AI Server Manufacturing Center

Compal Electronics today held the opening ceremony for its Daxi AI Server Manufacturing Center, officially launching next-generation AI server manufacturing capacity. The facility marks a significant milestone in Compal’s global AI manufacturing strategy and reinforces its commitment to strengthening its role in the global AI supply chain. The ceremony was hosted by Compal Chairman Ray Chen and attended by distinguished guests including Taoyuan …