Michael Dell: KI-Nachfrage ungebrochen – trotz NVIDIA-Sorgen | 14.09.24

Trotz der beeindruckenden Zahlen von NVIDIA mehren ich de Stimmen, die von een poglichen Abkühlung der KI-Euphorie. Dell CEO Michael Dell saw no change in demand. The young Quartalszahlen untermauern diese Einschätzung.

• NVIDIA-Aktie von Nachfragesorgen plagt
• Dell and NVIDIA Bilanz in Fokus
• NVIDIA vs. Dell Deal

When the problem with AI chips is solved, it is a good idea to get an idea of ​​a market overshoot and a better English pass in love. The latest generation of Blackwell, the new chip generation of NVIDIA, has become wise to react in a simple way. You can set your sights on an undisputed investment in investments in AI projects. The boy of NVIDIA has never had an unanswered criticism, but the analysts warn that the euphoria of the vergangenmonate will not last longer. One poses this Einschätzung entgegen: Dell founder and CEO Michael Dell.

Michael Dell: Gerüchte über een Verlangsamung was perhaps übertrieben

Michael Dell has seen clearly: Dell sees the rumors about a Verlangsamung of AI-Ausgaben as overly concerned. In an interview with Yahoo Finance there is talk of a huge and big damage to AI bonds in various industries.

At the Citi TMT conference in New York, it is about “an ominous experience on the street (gibt), when a rocket starts and gets new energy”. It seems that “the Makrobild (…) is clear here, and that is a huge disadvantage. They look”. It is important that you use the active Quartalszahlen of Tech-Urgesteins.

So when Dell Technologies won $25 million in dollars in the fourth quarter of 2025, a Suwachs of a new product had come out in the previous quarter. Especially positive reviews of Anlegern, that Dell in the future will complete the annual forecasts after a while. Grounded in this is the strong demand for AI-optimized servers, which is also here.

Watch NVIDIA Bilanz Says Sharp Performance

And in second place of the industry premiere NVIDIA is this Entwicklungen recognized: The Umsatz gab NVIDIA for the second quarter of the US economy in 2025 with 30 million US dollars and a jump of 122 percent over the quarter of last year. “The problem with Hopper was grim and the tension on Blackwell is unclear,” said NVIDIA CEO Jensen Huang in the quarterfinal. For the launch of Quartal, NVIDIA is a further increase of 32.5 billion US dollars. Please note that you can use the NVIDIA action in the Message Tag and expect more as hereditary results.

Can Dell Overtake NVIDIA in an AI Race?

Dell is positioning itself as a larger activity on the American AI infrastructure. If you profit from the rising demand for high-performance servers and network solutions, which are necessary for the operation of AI applications. “As the company has seen, the historical opportunity is that the production and efficiency of the machine and the time of all possible events came forward,” said Michael Dell with Einsatz information on Yahoo Finance interview. There was a mistake in the card that Dell bought: “We got a fantastic card. We have a good assessment of the silicon suppliers (…)”.

Dell Promotion vs. NVIDIA Promotion

The Dell share could yield 39.40 percent at 106 US dollars in the annual sale on the NYSE (as of closing date September 10). The paper is sold below the price of 179.70 US dollars. From TipRanks there are analysts who say they are above average: from 15 analysts who are active in the trade, only two experts rate the halts and the rest of 13 analysts see a clear “Buy”. The breakout of the price is at 145.31 US dollars and still offers a potential of 36 percent of the prices. One analyst has noted a price of 185 US dollars on the accounts.

The NVIDIA stock is hanging on the NASDAQ at the highest level: the war in paper was worth 108.10 US dollars (final price of September 10). First of all, in the annual run, a course plus of around 107 percent of the book (split-cleaned) is lost here. The all-time price was marked at 140.76 US dollars. Here you will not find an expert in the field of selling, where you have selected 43 ratings 39 “Buy” and received four “Hold”. The breakthrough of the price has achieved a TipRanks of 153.24 US dollars (increase in price of around 41.89 percent). And for the NVIDIA stock, the highest price is 200 US dollars above the record mark.

As long as the KI-Hype is, it’s not the best thing that’s happened. Schließlich gibt is genügen warningstimmen, dass KI velde Parallellen zur Dotcom-Ära aufweise and is possibile bald op Platzen der Blase kommt.

Editorial team financi.at

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