Worldwide spending on cyber security will hit another record high in 2025, and will go higher still next year.

Dell is experiencing unprecedented demand for AI-optimized servers, with $12.1B in AI-related orders and a $14.4B backlog ...

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Intel isn't a major player in the AI accelerator market, but its server CPU business can benefit from strong server demand.

So Dell's AI server revenue still has a lot of room to grow -- not surprising considering that the company is the leader in the global server market with an estimated share of more than 19%.

So Dell's AI server revenue still has a lot of room to grow -- not surprising considering that the company is the leader in the global server market with an estimated share of more than 19%.