"As AI Device Applications Expand From The Cloud To The Edge, Orders For Vendors Including Asustek Computer, Dell, And HPE Have Increased Significantly, With The Majority Of The Orders Being For Cloud Data Centers, According To Sources In The Server Industry" - DigiTimes Alert
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The expansion of AI device applications from the cloud to the edge has led to a significant increase in orders for vendors such as Asustek Computer, Dell, and HPE, primarily for cloud data centers, as reported by sources in the server industry.
March 11, 2024 | 12:39 pm
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Dell sees a significant increase in orders, mainly for cloud data centers, driven by the expansion of AI applications.
The increase in orders for Dell, primarily for cloud data centers due to the expansion of AI applications, suggests a positive outlook for Dell's business in the short term. This is likely to be viewed favorably by investors, potentially leading to an uptick in Dell's stock price.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
HPE benefits from a surge in orders, predominantly for cloud data centers, amid the broadening of AI device applications.
HPE's receipt of a significant number of orders, mainly for cloud data centers due to the widening scope of AI device applications, indicates a positive development for HPE's business. This growth in orders is likely to be seen as a bullish signal by the market, potentially boosting HPE's stock price in the short term.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 80