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.”

Wall St Engine

@wallstengine

Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.

加入 March 2022

936 正在關注 187.7K 粉絲

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.”