Dell’s AI Server Boom Doubles Growth Forecasts – Is a Data Center Glut Looming?
Dell Bets Big on AI – Doubling Growth Targets Dell’s announcement on October 7, 2025 marked a turning point for the company’s trajectory. At an analyst meeting that day, the tech giant dramatically raised its long-term financial forecasts, effectively doubling the pace at which it expects to expand in coming years ts2.tech. Management now projects high-single-digit percentage revenue growth (7–9% annually) and at least mid-teens earnings growth through 2029 reuters.com ts2.tech – a remarkable upgrade from the prior “GDP-plus” style targets (~3–4% revenue and ~8% EPS growth). The bold new goals signal far greater confidence in future demand, driven almost
