AI 服务器暂时缓解了 PC 市场逆风,戴尔的扩张才刚刚开始!

美股研究社
31 Dec 2024

“不能忽视戴尔面临的潜在阻力。”来源 | 华尔街大事件作者 |Uttam Dey戴尔科技集团 (NYSE: DELL ) 今年势头强劲,这家服务器基础设施公司出货了创纪录数量的人工智能服务器,以满足需求。由于戴尔认为其机架式服务器解决方案的需求强劲,该公司今年的收入预计将增长约 9% 。该公司的人工智能渠道一直在迅速扩张,其管理层最近上调了其 TAM 的复合年增长率,目前估计其人工智能机会的复合...

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