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Original Author: Jaspreet Singh, Reuters Original Translation Editor: Peggy Editor’s Note: Dell’s stock surge after hours reflects more than just a quarterly earnings beat; the market is repricing the value of the AI infrastructure chain. Driven by demand from AI data center construction, Dell’s first-quarter revenue surged 88% year-over-year to $43.84 billion. The company also raised its fiscal 2027 AI server revenue forecast from $50 billion to approximately $60 billion. Following the earnings release, the company’s shares rose about 39% in after-hours trading. This indicates that the AI boom is propagating from models and chips further downstream to servers, memory, storage, and data center equipment. As tech giants like Alphabet and Amazon continue to ramp up AI infrastructure investment, hardware manufacturers like Dell, with their supply chain capabilities, customer relationships,…# Analysis# bitcoin# crypto# defi# ethereum# Exchange# Market# TokenPre
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- Translation: Chopper, Foresight News TL;DR: The growth model for cryptocurrency spot trading fees has plateaued. The rise of decentralized perpetual exchanges like Hyperliquid, combined with a loo...