高盛:参访戴尔总部后,更加认可其AI服务器的技术优势

华尔街见闻
19 Jul

戴尔正在稳固其在AI基础设施领域的重要地位。 今年早些时候,戴尔与马斯克的xAI达成一项价值50亿美元的协议,为该初创公司提供先进的AI服务器,以支撑其下一代AI计算负载。戴尔最近还与AI超大规模服务商CoreWeave签署协议,交付高性能服务器机架,支持其迅速扩张的云服务平台。 周四,由Michael Ng带领的一组高盛分析师走访了戴尔位于德克萨斯州朗德罗克的总部。他们与多位戴尔高管会面,包括...

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