Dell, HPE Named Top AI Server Plays As Analyst Cites $14B Backlog

benzinga.com/analyst-stock-ratings/analyst-color/25/07/46328802/dell-hpe-named-top-ai-server-plays-as-analyst-cites-14b-backlog

BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next…

This story appeared on benzinga.com, 2025-07-09 18:28:13.
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