Analyst Ming-Chi Kuo Says "Dell's Total Server Shipments Are Expected To Return To Significant Growth Of About 15% YOY In 2024 Thanks To Strong AI Server Demand, Well Above The Industry Average Of 3%–5% YOY" - Medium
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Analyst Ming-Chi Kuo predicts that Dell's total server shipments will see significant growth of about 15% YoY in 2024, driven by strong AI server demand. This is well above the industry average of 3–5% YoY. Dell is planning a production expansion of about 200% for AI server bottleneck components to meet future enterprise customer needs. Dell's collaboration with Meta and the launch of PowerEdge servers with Nvidia AI chips ahead of competitors are contributing to the expected growth.
November 06, 2023 | 4:42 pm
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Dell's total server shipments are expected to grow significantly in 2024, driven by strong AI server demand. The company is planning a production expansion of about 200% for AI server bottleneck components.
The prediction of significant growth in Dell's total server shipments in 2024 is based on the strong demand for AI servers. Dell's planned production expansion for AI server bottleneck components and its strategic moves like collaboration with Meta and launching PowerEdge servers with Nvidia AI chips ahead of competitors are expected to drive this growth.
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