With server market expected to grow 75% annually over next three years, ‘some cannibalization will likely happen,’ Bernstein analyst says
Forecasts for data-center server growth far exceed any that occurred during the rise of the internet, so while one analyst is positive long term on the AI gold rush, he warns the risk of building too much too soon also runs high.
period, which could result in a commensurate stock pullback in AI-related names,” the Bernstein analyst said in his note. A “digestion period” is common industry euphemism for a glut. The Bernstein analyst has overweight ratings on both Dell DELL, +0.21%, with an $80 price target, and Hewlett-Packard Enterprise Co. HPE, -0.76%, with a $20 price target.
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