Wall St Engine(@wallstengine):DELL ON THE AI DATA CENTER BUILDOUT: “We’re expecting AI to be 75% of all data center demand by 2030,” adding 200 GW of power. About half of that sits in Dell’s sweet spot across neoclouds, sovereigns and enterprises. “We think the opportunity is more than $1T.”

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Wall St Engine@wallstengine

2026.09.01 21:19

DELL ON THE AI DATA CENTER BUILDOUT: “We’re expecting AI to be 75% of all data center demand by 2030,” adding 200 GW of power. About half of that sits in Dell’s sweet spot across neoclouds, sovereigns and enterprises. “We think the opportunity is more than $1T.”

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