Bloomberg Tech Dell Boosts Forecast Through 2030 Off AI Boom
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Oct 7, 2025 Michael Intrator, CEO of CoreWeave, shares insights on the booming demand for AI servers and discusses his company's strategic acquisitions to enhance its offerings. He sheds light on the infrastructure challenges and opportunities that come with the rapid growth in AI. Dell’s impressive growth forecast reflects the surging need for these technologies. Plus, exciting news about Tesla's new budget-friendly Model Y and how AI partnerships are shaking up the market rounds out the discussion.
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Dell's AI Server Surge Outweighs Tight Margins
- Dell's near-term margins are compressed but revenue from AI servers is driving large growth revisions to 2030.
- The company accepted lower margins to win massive, supply-constrained AI deals and build backlog.
IBM Uses Anthropic To Reinvent Enterprise AI
- IBM is leveraging Anthropic models to strengthen enterprise coding and regulated AI offerings.
- That partnership signals legacy software vendors can pivot into AI by embedding specialized models.
Watch Earnings Revisions For Hard Signals
- Track earnings revisions and hyperscaler earnings growth as concrete signals of AI demand translating into revenue.
- Use visible upward revisions, like Dell's, to gauge durable AI-driven spending trends.