Dell: AI Servers Drive Growth, but Margins Cause Skepticism
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Dell Technologies has given an optimistic forecast for the sale of servers specifically optimized for AI. Despite these positive developments, investors are concerned about the profitability of these products. Strong growth in the AI server sector Dell expects to ship AI servers worth at least $15 billion in the fiscal year 2026. This would represent an increase of around 50% compared to the $9.8 billion delivered in the previous fiscal year. The demand for computing power to support AI technologies has significantly increased the demand...
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