Heard on the Street: Dell’s AI Secret Is Really Out Now

Mar 1, 2024 · That first became apparent six months ago, when Dell reported a strong jump in AI server orders during its fiscal second-quarter report. That report took the stock up 21% the …

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Heard On The Street: Dell’s AI Secret Is Really Out Now

4 weeks from now

Mar 1, 2024 · That first became apparent six months ago, when Dell reported a strong jump in AI server orders during its fiscal second-quarter report. That report took the stock up 21% the …

wsj.com

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Dell Soars To Record Fueled By Excitement For AI Prospects

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Mar 1, 2024 · Dell shipped $800 million in AI-optimized servers in the quarter, Clarke said in remarks prepared for a conference call on the results. Like many in the industry, however, the …

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Dell’s AI Pivot: A Masterful Move Or A Desperate Attempt To Stay ...

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Mar 21, 2024 · Suddenly, based on AI hype and growth assumptions, the market really likes Dell Technologies. During the past year, DELL stock has soared from $37 to more than $100. Hold …

businessinsider.com

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Dell Rides On The AI Wave To New Record High | Reuters

4 weeks from now

Mar 1, 2024 · Dell Technologies shares surged 25% to hit a record high on Friday, following an upbeat annual forecast that indicated the tech equipment maker was benefiting from the AI boom.

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Dell’s Arthur Lewis: The AI Revolution Requires A ... - CRN

4 weeks from now

Jul 8, 2024 · Dell’s AI-optimized server backlog at the end of the first quarter was $3.8 billion, which is a fraction of Dell’s pipeline for those devices, the company said. ... Wall Street …

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Heard On The Street: Dell Shows AI Isn't A Loss Leader

4 weeks from now

Aug 30, 2024 · Dell’s fiscal second-quarter report late Thursday showed server revenue surging 80% year over year to nearly $7.7 billion. That blew away the 49% growth Wall Street expected.

wsj.com

FAQs about Heard on the Street: Dell’s AI Secret Is Really Out Now Coupon?

Is Dell benefiting from the AI boom?

March 1 (Reuters) - Dell Technologies (DELL.N) shares surged 25% to hit a record high on Friday, following an upbeat annual forecast that indicated the tech equipment maker was benefiting from the AI boom. ...

Why is Dell investing in AI?

The Dell AI play comes as investors’ appetite grows to get in early on companies poised to profit off of the AI boom; shares of firms like Nvidia, Advanced Micro Devices, Palantir and Super Micro Computer have all more than doubled over the past year. Follow me on Twitter . Send me a secure tip . ...

What does Michael Dell think about AI and Technology?

Looking to the future, Michael Dell is optimistic about the positive impact of AI and technology on society. He envisions advancements that will enhance and benefit humanity in numerous ways. “Technology has always been about making us healthier, safer and more productive in all human endeavors,” Dell said. ...

Did Dell sell a lot of artificial intelligence servers in July?

Dell sold an awful lot of artificial-intelligence servers in the July quarter. The IT-equipment giant also managed to turn a better profit on them. Dell’s fiscal second-quarter report late Thursday showed server revenue surging 80% year over year to nearly $7.7 billion. That blew away the 49% growth Wall Street expected. ...

What is the Dell AI Factory?

Dell Technologies (NYSE: DELL) announces the Dell AI Factory to give customers access to the industry’s broadest AI portfolio, from device to data center to cloud 1 and an open ecosystem of technology partners to create AI applications that meet their unique needs, through a traditional purchase or as a Dell APEX subscription. ...

Does Dell have AI?

Dell Technologies is expanding that portfolio with new offers purpose-built to meet increasing AI demands. Dell introduces the most Copilot+ PCs powered by Snapdragon® X Elite and Snapdragon® X Plus processors, 2 and featuring new Microsoft AI experiences. ...