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Dell Technologies poised for growth in AI server market and investment opportunities

Dell Technologies is poised for growth in the AI server market, receiving a "Buy" rating from UBS amid a strong financial outlook. As global AI regulations evolve, particularly in the U.S. and Europe, significant investments are being directed towards AI infrastructure, highlighting opportunities in sectors beyond semiconductors. Jon McNeill of Vistashares emphasizes the potential profits in the AI supply chain, particularly in memory, cooling, and fiber optics, as major tech companies continue to lead investments in data centers.
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United States Dollar Dell Technologies Inc. CHN GBR USA Romaine Bostick Jon McNeill Elon Musk Donald Trump Scarlet Rivera Show more
Technology & Innovation, Market Report
23:32 10.01.2025
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