AI PC is a computer with generative AI capabilities that can use AI to enhance or improve its performance. This type of computer allows users to use AI directly on the device without relying on AI applications running on the cloud.
HP Inc. (HPQ) Q4 2024 Earnings Call Transcript Summary
Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript Summary
Dell's profits exceeded expectations, with optimistic AI business, but revenue and guidance fell short of expectations, down 10% after hours | Financial Report Insights
In the third quarter, the company's Infrastructure Solutions Group (ISG) revenue grew by 34% to 11.37 billion dollars, delivering 2.9 billion dollars worth of ai servers, while analysts estimated 2.8 billion dollars. The company also stated that customers have already placed 3.6 billion dollars worth of future ai server orders in that quarter, with order volumes increasing across all customer types. The company's COO indicated that ai presents a strong opportunity and shows no signs of slowing down. Dell's pc business faced pressure during the quarter. A Morgan Stanley analyst noted that investor expectations for Dell's financial performance are very high.
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tuanle07 : Good luck with that!