2024-05-29 11:31:39 ET
Summary
- Dell Technologies Inc. has been partnering with major GPU manufacturers to launch AI-optimized servers, which has the potential to transform its growth profile.
- The AI server market is expected to grow rapidly in the near future, driven by AI training, inference, and data.
- Dell's Client Solutions Group is a mature market, but its commercial business has experienced decent growth due to superior pricing and total revenue per unit.
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For further details see:
Dell Q1 Preview: Expect Guidance Upgrade Due To AI-Optimized Server; Rated Buy