Dell Technologies (DELL) is sitting pretty as the artificial intelligence (AI) race keeps pushing demand into overdrive. The Goldman Sachs Group (GS) now sees the AI server market reaching a staggering $1.24 trillion by 2030, a sharp jump from its earlier $961 billion forecast.
The firm lifted its AI server unit volume outlook by 3% and boosted average selling price (ASP) expectations by 15%, signaling that demand for AI infrastructure still has plenty of runway ahead.
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Goldman Sachs also sweetened its outlook for traditional servers. The firm increased its forecasts for 2026 through 2030 by roughly 31% on average and now expects that market to hit $164 billion by 2030 instead of the previously projected $105 billion. A 19% rise in expected unit shipments paired with a 10% increase in ASP helped fuel that brighter outlook.
The firm lifted its AI server unit volume outlook by 3% and boosted average selling price (ASP) expectations by 15%, signaling that demand for AI infrastructure still has plenty of runway ahead.
A Major Short Squeeze Could Be Brewing in Cracker Barrel Stock
Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today!
Goldman Sachs also sweetened its outlook for traditional servers. The firm increased its forecasts for 2026 through 2030 by roughly 31% on average and now expects that market to hit $164 billion by 2030 instead of the previously projected $105 billion. A 19% rise in expected unit shipments paired with a 10% increase in ASP helped fuel that brighter outlook.
5 months ago
