- Dell is poised to benefit from AI-driven data center growth, with significant partnerships with industry titans.
- Dell’s fiscal Q2 results show impressive growth and free cash flow supports dividends and share buybacks, enhancing shareholder value.
- Trading at a reasonable valuation, Dell remains a strong long-term buy, with analysts bullish on its potential to exceed earnings estimates.
The race to corner the artificial intelligence (AI) market is on. Hyperscalers like Alphabet (GOOG)(GOOGL), Meta (META), Amazon (AMZN), Microsoft (MSFT), and Elon Musk’s xAI are spending billions, while companies across the globe are leveraging generative AI, robotic process automation, and machine learning to improve efficiency in a super-competitive business world.
Musk believes AI will make the gigantic leap from generative (creating content or accomplishing tasks using massive data pools) to artificial general intelligence (AGI) within two years, while others predict it will take longer. Whether you think Musk is right or wildly optimistic, cheer him or cringe (or anything in between) is beside the point.
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