Goldman Sachs: Dell AI server orders hit $60.9 billion, full-year guidance raised to $192 billion
Source：
www.techflowpost.com
Goldman Sachs maintains its Buy rating with a $510 price target, implying 12% upside from the current $456. The earnings call will focus on the sustainability of AI server orders, drivers of margin expansion, and the demand outlook for traditional servers. Downside risks include weak PC demand, corporate IT spending falling short of expectations, and a decline in AI server demand.
