Bloomberg Intelligence Dell Hikes Estimates for Next Four Years on Strong AI Demand
Oct 7, 2025
Dell Technologies has dramatically increased its growth estimates due to surging demand for AI products, positioning itself as a key player in on-prem AI server solutions. Meanwhile, AppLovin faces scrutiny from the SEC over its data-collection practices, raising concerns about its business model. Constellation Brands is navigating challenges in the beer market, adjusting its strategies in response to changing consumer preferences. Lastly, IBM's integration of Anthropic's language models into its software could reshape enterprise AI deployment.
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Dell’s Role In AI Infrastructure
- Dell positions itself as essential in AI infrastructure by assembling and delivering on-prem servers for enterprises of all sizes.
- Ed Ludlow says margins suffered during rapid buildout but Dell expects profit improvement as AI server business scales.
Dell Doubles Long-Term Growth Forecast
- Dell nearly doubled its forecast through 2030, projecting stronger top- and bottom-line growth driven by AI demand.
- The company reported $8.2 billion shipped and a $12 billion backlog of AI server business, supporting the revised outlook.
On-Premises Demand Drives Dell’s Case
- Dell argues 85% of enterprises will keep some on-prem footprint, creating sustained demand for its servers.
- The company leverages its enterprise sales history to capture that on-prem AI spend, Ed Ludlow explains.