Morgan Stanley analyst Eric Woodring highlighted Dell’s close relationship with Nvidia, whose AI accelerators are at the heart of these servers. Nvidia CEO Jensen Huang further boosted investor confidence when he praised Dell’s ability to build large-scale AI systems at Nvidia’s annual conference.
Dell is expected to generate approximately $10 billion in revenue from the sale of these servers in fiscal 2025. This increase in AI-powered sales complements Dell’s core PC business, which could be revitalized thanks to Microsoft’s new AI features.
Source: Ferra
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