Dell’s Q3 2023 AI Server Growth
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N ews (3)
In its latest fiscal quarter of 2023, Dell Technologies reported revenue of $22.3 billion, down 8% year-over-year due to a slowdown in PC demand, reflecting broader market challenges in consumer electronics. Net income was $1 billion, with the Infrastructure Solutions Group, encompassing servers and storage, generating $8.5 billion, driven by demand for AI-optimized servers. Dell’s client solutions (PCs and laptops) contributed $12.3 billion, down 10% YoY. The company’s $7 billion investment in AI infrastructure, including partnerships with NVIDIA and AMD, positions it for growth in enterprise AI, with 30% of server revenue tied to AI workloads.
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