Dell Sees PC Demand Rebound and Accelerating AI Growth
25 March 2025 · Uncategorized ·
Source: · https://technews.tw/2025/03/19/dell-ceo-explains-why-he-thinks-the-pc-refresh-cycle-is-starting/
Dell's CEO, Michael Dell, has observed that the convergence of emerging technologies and Windows 10’s approaching end-of-life is quietly ushering in a new wave of PC refresh cycles. He also expressed optimism regarding artificial intelligence (AI), anticipating its positive impact on overall economic growth.
According to an interview with Jim Cramer on CNBC's Mad Money, Dell highlighted the emergence of AI functionalities for PCs as catalysts for this cycle and expects significant changes given their extensive user base. As both a partner and consumer of Nvidia chips in some PC products, Dell views these developments favorably.
Dell also noted that Microsoft’s planned cessation of support services for Windows 10 on October 14th, 2025, is likely to further stimulate upgrades—a trend beneficial to Dell's business operations. While acknowledging the potential short-term impact of AI servers on profit margins, he anticipates substantial revenue growth over time.
Dell’s COO Jeff Clarke previously predicted that by Q1 fiscal year 2025, one in five laptops sold by Dell would be an “AI PC,” and forecasted a doubling of shipments for these devices by Q1 the following year. Nvidia recently introduced its DGX series at GTC 2025 as personal AI supercomputers to collaborate with partners like ASUS and Dell, enabling developers, researchers, and data scientists to prototype, fine-tune, and infer large models using desktops.
Despite recent volatility in American tech stocks—Dell's stock closed at $96.44 on the 18th of this month after a year-to-date decline of approximately 16%—the company remains optimistic about future growth.
(Translated with permission from MoneyDJ News)
According to an interview with Jim Cramer on CNBC's Mad Money, Dell highlighted the emergence of AI functionalities for PCs as catalysts for this cycle and expects significant changes given their extensive user base. As both a partner and consumer of Nvidia chips in some PC products, Dell views these developments favorably.
Dell also noted that Microsoft’s planned cessation of support services for Windows 10 on October 14th, 2025, is likely to further stimulate upgrades—a trend beneficial to Dell's business operations. While acknowledging the potential short-term impact of AI servers on profit margins, he anticipates substantial revenue growth over time.
Dell’s COO Jeff Clarke previously predicted that by Q1 fiscal year 2025, one in five laptops sold by Dell would be an “AI PC,” and forecasted a doubling of shipments for these devices by Q1 the following year. Nvidia recently introduced its DGX series at GTC 2025 as personal AI supercomputers to collaborate with partners like ASUS and Dell, enabling developers, researchers, and data scientists to prototype, fine-tune, and infer large models using desktops.
Despite recent volatility in American tech stocks—Dell's stock closed at $96.44 on the 18th of this month after a year-to-date decline of approximately 16%—the company remains optimistic about future growth.
(Translated with permission from MoneyDJ News)