Dell Rises by 10%: Agentic AI Opens up an Infrastructure Market of Over $1 Trillion!

Dell sees an infrastructure opportunity of over $1 trillion through agentic AI by 2030 – no revenue forecast provided. AI applications are expected to account for 75% of data center demand by 2030. The demand is already extreme: In the second quarter, record orders of $60.9 billion for AI servers were placed, and the order backlog surged to $95 billion. The 2026 forecast has been raised. Revenue is expected to reach $192 billion (previously $167 billion), and EPS is expected to be $25 (previously $17.90).   Agentic AI reshapes...