# Dell

Beyond the Model: Why the AI Boom is Resurrecting the Icons of the Dot-Com Era

Legacy technology companies are experiencing a massive market resurgence as AI investment shifts from software models to the underlying physical infrastructure. Giants like Dell, Cisco, and Nokia have collectively added trillions in market value by becoming essential providers of AI servers, optical networking, and high-performance memory.

NeTe2026年5月31日 07:08

#Artificial Intelligence#Hardware Infrastructure#Dell

Technology

The $1.5 Trillion Power Trip: How Artificial Intelligence is Swallowing the Server Market

Bank of America projects the global server market will hit $1.5 trillion by 2030, with AI servers representing 83% of the revenue. This shift marks a transition from model training to real-world inference and favors manufacturers like Dell and ODMs over traditional server segments.

NeTe2026年4月17日 11:58

#AI Servers#Bank of America#Data Infrastructure