智通财经APP获悉，在上周的GTC大会上，英伟达(NVDA.US)以积极的方式提到了与PC和服务器巨头戴尔科技(DELL.US)的关系，美国银行以此重申了对戴尔科技的“买入”评级。
分析师Wamsi Mohan在给客户的报告中提到了英伟达的Blackwell系列GPU，他说：“我们最近对亚洲供应商的调查显示，第二季度GB200系统将强劲增长，戴尔的股价也将上涨。”
Mohan还重申了对戴尔150美元的目标价，称该公司的回购计划可能是“机会主义的”。Mohan补充道，戴尔首席执行官Michael Dell表示，他的公司能够在经济周期中实现盈利和现金流的增长，这应该会让投资者松一口气。
尽管人工智能服务器目前是一项利润率较低的业务，但Michael Dell重申，它们对整体收入是有增长的。Mohan补充说，该公司的PowerEdge XE8712服务器在GTC期间作为全球首款GB300服务器展示，这只会增加戴尔的人工智能故事。
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