戴尔科技（Dell Technologies）周四盘后股价大涨5.17%，主要受益于人工智能（AI）服务器需求强劲推动业绩超预期。
戴尔公布的第二季度营收指引为285亿至295亿美元，远超分析师预期的253.5亿美元。公司首席运营官杰夫·克拉克（Jeff Clarke）表示："仅本季度我们就获得了121亿美元的人工智能订单，超过了25财年全年的出货量，并留下了144亿美元的积压订单。"这一强劲业绩展望反映出市场对配备英伟达（Nvidia）强大芯片的AI服务器需求持续增长。
值得注意的是，戴尔和英伟达还将共同为美国能源部提供新的"杜德纳"（Doudna）超级计算机。这一合作进一步彰显了戴尔在高性能计算和AI基础设施领域的实力。随着企业和政府机构加大对AI技术的投资，戴尔有望在这一快速增长的市场中占据有利地位。
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