近期，OpenAI与英伟达、甲骨文、AMD等公司达成了一系列震动业内的协议，掀起了AI基础设施投资的热潮。几乎在同一时间，戴尔也因AI服务器需求激增，宣布大幅上调未来四年业绩预期。事实上，过去六个月，戴尔的市值已经因此上涨超过90%，多家投行纷纷上调其目标价，分析师们对公司AI业务的增长前景充满信心。此外，销售AI服务器的超微电脑和慧与，近半年市值分别上涨了超过75%和85%。作为全球PC市场份额...
Source Link近期，OpenAI与英伟达、甲骨文、AMD等公司达成了一系列震动业内的协议，掀起了AI基础设施投资的热潮。几乎在同一时间，戴尔也因AI服务器需求激增，宣布大幅上调未来四年业绩预期。事实上，过去六个月，戴尔的市值已经因此上涨超过90%，多家投行纷纷上调其目标价，分析师们对公司AI业务的增长前景充满信心。此外，销售AI服务器的超微电脑和慧与，近半年市值分别上涨了超过75%和85%。作为全球PC市场份额...
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