戴尔的AI服务器增长是可持续且持久的，这得益于机构对本地化代理工作流的需求。
逐段跳播
本周我们将看到像戴尔这样的公司明天公布财报。
and this week we'll see names like Dell reporting tomorrow.
让我们看看戴尔。他们上一季度的AI服务器收入跃升至超过160亿美元。其AI积压订单超过510亿美元。当时有讨论这是否只是一个巨大的积压订单故事，还是一个可持续的盈利故事。
So, let's look at Dell here. They had their AI server revenue jump to north of $16 billion last quarter. Its AI backlog was north of $51 billion. There was discussion then around whether this was just a massive backlog story or if this was a sustainable earning story.
我们认为这是非常可持续、非常持久的。再次回到基于创始人的投资，迈克尔·戴尔，有史以来最伟大的创始人之一，能够预见未来，他们进军AI生成式服务器，这些AI服务器处理AI生成式工作负载，这符合他看待世界的方式。
We believe it to be very sustainable, very durable. Again, going back to founder-based investing, Michael Dell, one of the all-time great founders, sort of seeing around corners, and their move into AI gentic servers is you know, these AI servers to do the AI gentic work workload is is is you know, sort of par for the course on how he thinks about the world.
我们认为这是非常持久的，因为越来越多的机构希望在物理四角以及虚拟四角中拥有AI生成式工作流。通过拥有本地部署的戴尔AI服务器，他们能够实现这一点。
and we think it's very durable as more and more institutions want AI gentic workflow both in their physical four corners, but also their virtual four corners. And by having on-premises Dell AI servers, they're able to accomplish that.
这个频道对 $DELL 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。