Dell: Enterprise AI could lead to an EPS doubling by 2030. P/E ratio only 7!

Dell (DELL) was involved in the past when xAI had new supercomputers installed. Together with Super Micro, they realized the server racks. The company benefits from the use of AI at the enterprise level as well as the development of sovereign AI. For example, Netflix announced last week that it would partially rely on AI-generated special effects content for movies and series. This significantly reduces costs. BofA proposes a bull case scenario. For the reasons mentioned above, Dell could grow by 12% annually over the next 5 years, according to...