Dell’s stunning 30% stock rally is giving a big boost to shares of other server makers
Dell’s blowout earnings report is highlighting how the AI buildout is also driving demand for old-school computing.
- Dell forecasts FY 2027 revenue of $165B-$169B as AI server revenue outlook rises to $60B midpoint Seeking Alpha —
- Dell CFO Kennedy Sees AI Server Demand Driving Sales Growth Bloomberg —
- AI server demand drives staggering revenue growth for Dell and its stock soars SiliconANGLE —
- Dell CFO Kennedy Sees AI Server Demand Driving Sales Growth 📹 Bloomberg — · 6min
- Dell lifts forecasts as AI data center buildout fuels demand, shares soar - Reuters Reuters —