Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building ...
Earnings per share were up from $2.06 to $2.15. The biggest success story came from Dell's Infrastructure Solutions Group, which includes sales of AI servers, storage, and other network capabilities.
Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
But PCs and Nvidia are weak points, because you’re not buying one and can't buy the other Dell believes its customers are consolidating server fleets to save energy and free up rack space for AI ...
Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth. Find out why ...
Within client solutions, Dell saw a 3% rise in commercial revenue and a 18% drop in consumer revenue. The company is seeing enterprise customers freshen up their portfolios given an aging installed ...
Q1 2025 Earnings Conference Call November 26, 2024 4:30 PM ETCompany ParticipantsRich Valera - VP, IRRajiv Ramaswami - ...
The company is a leading provider of AI servers, so the results should offer a useful update about the state of demand.
We recently compiled a list of the 15 AI News You Should Not Ignore. In this article, we are going to take a look at where ...