Wall St Engine(@wallstengine):$DELL ON AI INFERENCE DEMAND: “Inference has passed training and is pure demand on our industry” Dell expects inference token demand to grow 87x to 3,600 quadrillion tokens by 2030, while training demand grows 5x “Enterprise agentic to be the single largest workload by 2028”

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Wall St Engine@wallstengine

2026.09.01 21:17

$DELL ON AI INFERENCE DEMAND: “Inference has passed training and is pure demand on our industry” Dell expects inference token demand to grow 87x to 3,600 quadrillion tokens by 2030, while training demand grows 5x “Enterprise agentic to be the single largest workload by 2028”