Dell: No one builds better, large end-to-end systems for AI factories, says Huang. The company is strengthening its collaboration with NVIDIA and offering the "Dell AI Factory"!
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No one builds better, large end-to-end systems for AI factories than Dell. Consequently, the demand for AI servers should remain high! The NVIDIA partnership is being expanded through "Dell AI Factory with NVIDIA". The entire AI lifecycle is covered! In the US model portfolio, we are betting on Dell (DELL) and have a 51% book profit. Dell builds AI servers that companies use to train their large language models. In addition, a new update cycle for AI PCs is likely to start over the next few years due to Edge AI. At the GTC, NVIDIA...
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