瑞银:戴尔AI服务器需求强劲,非AI终端市场有望在2026财年复苏

华尔街见闻
28 Feb

在全球科技巨头中,戴尔科技正在经历一个极具挑战和机遇的转折点。 28日,瑞银发布的最新研报指出,尽管近期PC市场面临压力,但戴尔在人工智能服务器市场的需求却显得尤为强劲。戴尔在AI服务器领域的强劲表现将成为其未来收入增长的核心驱动力。预计在2026财年,AI服务器收入将至少达到150亿美元,同比增长超过50%,远高于瑞银此前预计的130亿美元。 这一增长主要得益于AI技术的快速发展以及市场对...

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