Workflow
Dell Lifts Estimates for Next Four Years on AI Demand
戴尔戴尔(US:DELL) Youtube·2025-10-07 15:04

Dell, What do we know. Sure. Yeah.Very simply, that basically roughly doubling that their outlook for sales and earnings through fiscal 2030. So top line growth is going to be between seven and 9%, EPS growth, 15%. But the story's kind of changing, Fidel.So in the build out of datacenters and infrastructure, somebody has got to put the server design together. And that's basically what Dell does. And right now, that's kind of a mid-single digits business, in part because of how aggressive the rollout is.Some ...