Changes in US stocks | Strong demand for AI servers boosted Dell (DELL.US) by more than 5%, 12-month orders reached US$13.2 billion

The Zhitong Finance App learned that on Wednesday, Dell Technology (DELL.US) rose more than 5% to $572.58. According to the news, recently, Michael Dell (Michael Dell), CEO of Dell Technology Group, said that demand for AI servers, traditional servers and storage remains strong. The company's AI GPU server orders for the second fiscal quarter of fiscal year 2027 reached 6.1 billion US dollars, and orders in the past 12 months reached 13.2 billion US dollars. There are more than 6,500 enterprise AI customers, which have grown by more than 60% in six months. Under the boom in artificial intelligence, the prices of computing power devices and personal computers will continue to rise, and the “structural shortage” problem of hardware chips is likely to worsen further in 2027.

The Royal Bank of Canada's capital market covered Dell Technology for the first time, giving it an “outperforming market” rating and target price of $640. Analysts say there is currently no sign of slowing down, and Dell is still in an advantageous position and is expected to benefit from the AI infrastructure spending cycle that has continued for many years.