Dell Rises 10%: Agentic AI Opens an Infrastructure Market of Over 1 Trillion USD!
Reading Time: 4 minutes
Dell sees an infrastructure opportunity of over 1 trillion USD 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 USD for AI servers were placed, and the order backlog surged to 95 billion USD. The 2026 forecast has been raised. Revenue is expected to reach 192 billion USD (previously 167 billion USD), and EPS is expected to be 25 USD (previously 17.90 USD). ...
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