Is the AI Boom Peaking? Dell and Nvidia Results Point to Stronger Demand Ahead
4 Articles
4 Articles
Tsvetta Kaleynska on DELL Becoming More Like NVDA & INTC, AI Raising CRWD Bar
Tsvetta Kaleynska says she has analyzed 1.5 million posts tied to Dell Technologies (DELL) earnings and says discussions on its AI growth are the most interesting. To her, it signifies the company is becoming more like Nvidia (NVDA), Intel (INTC), and Micron (MU) and moving away from its traditional
Dell shares jumped in after-hours trading Tuesday after the company reported quarterly revenue that beat analysts' estimates and significantly raised its annual forecast. The growth is driven by data center infrastructure, with annual revenue from servers optimized for artificial intelligence expected to be much higher than previously expected, at $74 billion. Dell's order book is now approaching $100 billion, but sales of traditional servers, s…
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