The Age of AI Is Still in the Early Innings. -2-
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Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Dell Technologies to Hold Conference Call Nov. 26 to Discuss Third Quarter Fiscal 2025 Financial Results
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Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
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Morgan Stanley Raises Dell Technologies Inc. (DELL) Price Target to $154, Forecasts Strong AI Server Growth and Higher FY26 Revenue
Dell Technologies Inc. (DELL) Highlights AI Potential and Industry Disruption at 2024 Forum, Citing Research on Business Readiness Challenges
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UBS: Dell Technologies (DELL.US) AI server revenue is rising, target price raised to $154.
Morgan Stanley raised Dell Technologies' target price from $136 to $154 and maintained a "shareholding" rating.
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Citi Maintains Dell Technologies(DELL.US) With Buy Rating, Maintains Target Price $160
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