Here it goes:
- AI can unlock sizable global productivity savings, driving more investment in compute, storage, and networking
- 85 percent of enterprises plan to move generative AI on premise, boosting demand for compute, storage, and networking
- Dell’s AI factory helps 3,000 plus enterprise customers deploy AI at scale
- As inferencing shifts to the edge, Dell can scale AI PCs opportunities
- Infrastructure Solutions Group is expected to sustain 11 percent to 14 percent CAGR over the next few years, led by AI servers, x86 servers, and storage
- x86 server growth should be supported by both higher units and higher average selling prices
https://www.barrons.com/articles/6-reasons-to-like-dell-stock-plus-draftkings-infosys-and-more-f16d0c81?mod=RTA