客户渴望人工智能：戴尔上调长期展望

客户渴望人工智能：戴尔上调长期展望
"Customers Are Hungry For AI ": Dell Upgrades Long-Term Outlook

原始链接: https://www.zerohedge.com/markets/customers-are-hungry-ai-dell-upgrades-long-term-outlook

戴尔科技的股价在发布显著改善的长期财务前景后，盘前交易大幅上涨。管理层预计未来四年将实现7-9%的年收入增长和15%以上的年每股收益增长——远高于之前的预测。这种乐观情绪源于数据中心和个人电脑业务对人工智能基础设施出乎意料的需求旺盛，主要订单来自CoreWeave、xAI和政府机构等公司。戴尔管理层强调，最初对人工智能市场规模的估计过于保守，他们现在预计人工智能将在两年内成为一项200亿美元的业务。修订后的预测，加上人工智能发展推动的半导体行业整体积极势头（例如AMD-OpenAI的交易），已经使戴尔的股价在盘前交易上涨了6%，年初至今上涨了26.5%。

Shares of Dell Technologies jumped in premarket trading in New York after executives are expected to unveil a sharply higher long-term financial outlook at the company's Securities Analyst Meeting on Tuesday morning, boosting confidence in AI-driven demand across its data center and PC units. It seems that with each passing day, more AI-related headlines, from Monday's AMD-OpenAI deal to the ongoing AI vendor-financing "circle jerk", continue to propel AI and chip stocks to record highs.

Chairman and CEO Michael Dell and other members of the executive leadership team will announce a new "long-term financial framework" that forecasts sales to rise at a rate of 7% to 9% annually for the next four years, while earnings per share, excluding some items, will increase 15% or more. The previous forecast, which was made in 2023, had an estimated revenue growth of 3% to 4% and adjusted EPS of 8% or better.

Ahead of the Securities Analyst Meeting that begins around 0930 ET, COO Jeff Clarke told Bloomberg, "We were all wrong how big we thought the AI market was two years ago, and it's nothing but bigger." This growth is fueled by orders from CoreWeave, Elon Musk's xAI, the U.S. Energy Department, and Abu Dhabi's G42.

Here's more commentary from Dell leadership ahead of the analyst meeting:

CEO Michael Dell: "Customers are hungry for AI and the compute, storage, and networking we provide to deploy intelligence at scale. The opportunity ahead is massive."
COO Jeff Clarke: "We're actively shaping the future of AI infrastructure — growing AI into a $20 billion business in two years."
CFO David Kennedy: "With our increased EPS target, we expect to double EPS again."

Shares of Dell in New York in premarket trading jumped 6% on the press release from the company detailing what executives were planning to unveil at the upcoming analyst meeting. Shares are up 26.5% on the year (as of Monday's close).

News from Dell adds to the positive news flow that has sent the Philadelphia Stock Exchange Semiconductor to record highs.

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客户渴望人工智能：戴尔上调长期展望 "Customers Are Hungry For AI ": Dell Upgrades Long-Term Outlook

客户渴望人工智能：戴尔上调长期展望
"Customers Are Hungry For AI ": Dell Upgrades Long-Term Outlook