Dell Technologies & The Growing Demand For AI-Optimized Servers: Is There A Real Upside?

Dell Technologies Inc. showcased robust performance in the second quarter of fiscal year 2025, driven mainly by solid advancements in artificial intelligence (AI) technology and strong server sales (a staggering
80% jump). The company reported revenue of $25 billion, reflecting a 9% increase year-over-year, and diluted earnings per share (EPS) also rose by 9% to $1.89. This growth was supported by significant
demand in their infrastructure solutions group, particularly from Tier 2 cloud service providers, and an increasing engagement in AI server solutions from enterprise customers.