Dell's AI Server Share Gains Keep PC Headwinds At Bay - For Now
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Dell Technologies is seeing strong growth in AI server shipments, with expected revenue growth of around 9% this year, despite challenges in its PC segment. The company has upgraded its AI market opportunity to a 22% CAGR, with robust growth in ISG revenues, particularly in Servers & Networking. While the PC segment remains a challenge, potential PC refresh cycles in 2025 could support overall growth and margin improvements.
December 30, 2024 | 4:00 pm
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Dell Technologies is experiencing strong growth in AI server shipments, with revenues expected to grow ~9% this year. The company's AI market opportunity has been upgraded to a 22% CAGR, with robust growth in ISG revenues, particularly in Servers & Networking. The PC segment remains a challenge, but potential PC refresh cycles in 2025 could support overall growth and margin improvements.
Dell's strong growth in AI server shipments and upgraded AI market opportunity indicate positive momentum in its ISG revenues, which is likely to support the stock price. The challenges in the PC segment are noted, but potential PC refresh cycles in 2025 could mitigate these issues, further supporting growth and margin improvements.
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