說PC需求不行的去看看Dell漲成啥樣了。AI driven demand will be huge。

Dell是英特爾的大客戶，大型機&數據中心用的都是因特爾芯片。

Dell Technologies Inc.’s stock DELL, 1.72% rose 2.5% in premarket trading on Monday after JP Morgan upgraded the company to overweight from neutral. “We are more positively inclined toward the AI-driven compute investment cycle, which will benefit branded server companies…even as the drivers for the remaining businesses are more mixed, being subject to the macro backdrop,” analysts said. JPMorgan raised its revenue and earnings forecasts for Dell due to its “higher confidence” in the sustainability of a stronger growth rate in Dell’s infrastructure solutions group led by a “stronger compute investment cycle.” JPMorgan sees Dell generating double-digit earnings growth as its “cycles past the macro pressures on PCs as well as general-purpose servers.”