DALE MADE A SIGNIFICANT INCREASE IN THE ANNUAL COLLECTION OF THE EXPECTED CONTINUED STRONG DEMAND FOR AI SERVERS

ON 2 SEPTEMBER, DELL (DELL.N) SIGNIFICANTLY INCREASED ITS ANNUAL SALES EXPECTATIONS BY $25 BILLION, EXCEEDING THE ANALYST ' S EXPECTATIONS, FURTHER DEMONSTRATING THE CONTINUED SURGE IN THE DEMAND FOR SERVERS REQUIRED FOR THE OPERATION OF ARTIFICIAL INTELLIGENCE MISSIONS. ON TUESDAY, THE COMPANY STATED THAT THE ANNUAL COLLECTION AS OF JANUARY 2027 WAS EXPECTED TO BE APPROXIMATELY $192 BILLION, OF WHICH THE SALES OF THE AI SERVER WERE EXPECTED TO REACH $74 BILLION, WHICH WAS HIGHER THAN THE COMPANY ' S ESTIMATE OF $167 BILLION GIVEN IN MAY AND ABOVE THE ANALYST ' S AVERAGE PROJECTION OF $173.8 BILLION. DALE EXPECTS THAT THE SALES OF THE AI SERVER WILL TRIPLE THAT OF THE PREVIOUS FISCAL YEAR. THIS WAS ALSO THE FIFTH CONSECUTIVE QUARTER OF DALE'S FINANCIAL YEAR-TO-YEAR COLLECTION EXPECTATIONS AND EXCEEDED MARKET EXPECTATIONS. AT A TIME WHEN THE DEMAND FOR AI IS GROWING STRONGLY, DALE IS CONTINUOUSLY OBTAINING A SERVER ORDER TO CARRY THE BRITISH WIDA AI CHIP, WHILE THE DEMAND FOR TRADITIONAL SERVERS IS GROWING. IT'S ALMOST 10% AFTER DELLME。