11月6日 ， 花旗分析师Asiya Merchant指出，由于超微电脑公司最近财报表现不佳，戴尔科技公司和惠普企业可能将从中受益。超微电脑在业绩公布后，股价盘前下跌18%，而戴尔和惠普企业则分别上涨2%和3.7%。
Merchant在报告中提到：“鉴于超微电脑当前的困境，我们认为戴尔，尤其是惠普企业，将受益于未来几个季度内不断提升的AI订单需求及竞争格局的变化。”她认为，超微电脑的困难可能为其他服务器厂商提供了市场机会，特别是在人工智能硬件方面。
超微电脑在其财报电话会议中表示，英伟达并未更改GPU供应的分配方式。Merchant补充道，超微电脑管理层表示将致力于提高营运资本，以支持更高成本的Blackwell GPU订单。对此，Merchant对戴尔股票给予“买入”评级，目标价为160美元；对惠普企业的评级为“中性”，目标价为20美元。
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