Dell, have you seen how durable their products are?

### Dell: Powering the Future of Data Centers and AI Companies

In the rapidly evolving landscape of data centers and artificial intelligence (AI), Dell Technologies has emerged as a pivotal player, providing robust server solutions that cater to the intensive demands of modern computing. Dell's commitment to innovation and performance is evident in its server offerings, which are increasingly becoming the backbone of data centers and AI companies worldwide.

#### Dominance in the Server Market

Dell's market presence is significant, with a consistent market share that reflects its importance to the industry. As of the second quarter of 2021, Dell held a **15.6 percent** market share of the global server market⁵. This figure underscores Dell's role as a key server provider, especially when considering the critical nature of servers in the infrastructure of data centers and AI operations.

#### Technological Advancements

Dell's technological advancements have been nothing short of impressive. The company's PowerEdge servers have seen a major leap in AI performance, with new CPU and GPU servers delivering an incredible jump in capacity and performance. These servers are designed to support a variety of AI use cases, from edge computing to large-scale AI operations, making them versatile for different industry needs.

One notable collaboration is the Israel-1 System, a partnership between Dell Technologies and NVIDIA, which aims to build a large-scale, state-of-the-art AI/ML facility. This facility will feature the latest NVIDIA H100 Tensor Core GPUs and a large NVIDIA Spectrum-X Ethernet AI network fabric, showcasing the potential of Dell's server solutions in powering complex AI workloads.

#### Financial Outlook

Dell's financial outlook remains strong, with the company delivering a full-year revenue of **$88.4 billion** in fiscal 2024. Despite a year-over-year decrease, Dell's operating income and non-GAAP operating income reflect a resilient business model capable of weathering market fluctuations. The company's cash flow from operations stood at **$8.7 billion** for the full year, indicating healthy financial operations.

Moreover, Dell is optimistic about the future, projecting revenue growth at a 3-4% CAGR over time. This confidence is further bolstered by a 20% increase in the annual cash dividend, signaling a positive outlook for the company's financial health and its commitment to shareholder value.

#### Conclusion

Dell's role as a server provider for the majority of data centers and AI companies is a testament to its technological prowess and strategic market positioning. With a solid financial foundation and a clear vision for the future, Dell is well-equipped to continue its trajectory as a leading force in the server market, driving innovation and supporting the growth of data centers and AI companies across the globe.

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DELL -20%! Is AIPC Dead?

DELL's revenue exceeded expectations, but adjusted operating profit fell short. Adjusted operating profit was $1.47 billion, while analysts expected $1.48 billion. ---------------- DELL is plummeting! Will we sell or hold? Is the AIPC concept dead?

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Dell, have you seen how durable their products are?

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