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Ivana delevska: AI demand drives strong growth for Dell server orders
ivana delevska, founder and CIO at SPEAR Invest, highlights that AI adoption is driving significant strength in traditional server demand for Dell.
According to delevska, order pipelines are at their healthiest, with model training era orders rising from $2 billion to $12 billion, and agentic AI era orders increasing from $12 billion to $34 billion.
Delevska previously identified NVIDIA’s earnings as a pivotal moment for those tracking agentic AI gains as the Rubin ramp progressed, according to a recent analysis. She also noted that ARM could benefit significantly from Vera CPU as NVDA projects $20 billion in fiscal 2027, with ARM expected to capture a portion, per a separate report. These signals align with an expanding interest in AI-driven hardware investments.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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