Dell Q1 Preview: Expect Guidance Upgrade Due To AI-Optimized Server; Rated Buy


  • Dell Technologies Inc. has been partnering with major GPU manufacturers to launch AI-optimized servers, which has the potential to transform its growth profile.
  • The AI server market is expected to grow rapidly in the near future, driven by AI training, inference, and data.
  • Dell’s Client Solutions Group is a mature market, but its commercial business has experienced decent growth due to superior pricing and total revenue per unit.

Dell Computers Sign


Dell Technologies Inc. (NYSE:DELL) offers storage, server, networking, PCs and workstations for both commercial and consumer customers. Recently, Dell has been partnering with major GPU manufacturers including Nvidia (NVDA) and Advanced Micro Devices (

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