Dell: Outlook Raised to 15% EPS Growth per Year. Enormous Demand for AI Infrastructure!
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On October 7, 2025, an analyst meeting will take place at Dell, and the company has good news to share. The long-term outlook has been too conservative until now and will be made more aggressive thanks to the age of AI. "Customers have a significant demand for AI and the computing, storage, and networking resources we offer to deploy intelligence on a large scale," the company stated. Dell sees enormous opportunities with the integration of AI in businesses and government institutions worldwide. In just two years, AI has become a $20 billion business...
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