Analyst Ming-Chi Kuo Says 'Long-tail Effect And Edge Computing Are Key To AI Computing Power Growth; Dell And Asus May Be The Undervalued Beneficiaries' - Medium
Portfolio Pulse from Happy Mohamed
Analyst Ming-Chi Kuo predicts that AI computing power will grow rapidly in the next decade, with Dell and Asus being undervalued beneficiaries. The AI computing power structure will resemble the long-tail effect, with significant contributions from second-tier CSPs/data centers, new cloud service providers, and enterprise customers. Dell and Asus have been actively acquiring AI server orders, with orders of 45,000–50,000 units and 10,000 units respectively, and the orders are still growing.
August 10, 2023 | 4:01 pm
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POSITIVE IMPACT
Asus is predicted to benefit from the rapid growth in AI computing power, with active acquisition of AI server orders. The company's orders are still growing, indicating potential for increased revenues.
The prediction of Asus's benefit from the growth in AI computing power, coupled with its active acquisition of AI server orders, indicates potential for increased revenues and stock price growth.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Dell is predicted to benefit from the rapid growth in AI computing power, with active acquisition of AI server orders. The company's orders are still growing, indicating potential for increased revenues.
The prediction of Dell's benefit from the growth in AI computing power, coupled with its active acquisition of AI server orders, indicates potential for increased revenues and stock price growth.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90