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The AI boom gives 1990s IT brands a second crack at youth
Lex专栏:AI热潮让1990年代IT品牌“焕发第二春”

Top-line growth is exciting Wall Street even though the groups are just one link in a much larger AI-related domino rally
尽管戴尔和HPE这样的公司只是更大范围AI相关连环上涨中的一环,但它们的营收增长依然令华尔街感到振奋。

The AI boom has made Michael Dell look very clever indeed. The US tech mogul took his eponymous laptop-maker private in 2013 at a valuation of $25bn. Some 13 years later, his 40 per cent stake is worth about $120bn. Dell’s shares have surged 46 per cent since Thursday, when it reported earnings and said that its servers, used in AI data centres, are in high demand.

这波AI热潮让迈克尔•戴尔(Michael Dell)显得格外精明。这位美国科技大亨在2013年以250亿美元估值将以自己名字命名的笔记本电脑制造商私有化。大约13年后,他所持有的40%股份价值已达到约1200亿美元。自上周四公布财报并表示用于AI数据中心的服务器需求旺盛以来,戴尔股价已累计上涨46%。

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