Bloomberg Businessweek Dell Hikes Estimates on Strong AI Demand
Oct 7, 2025
Woo Jin-ho, a Senior Hardware and Networking Analyst at Bloomberg Intelligence, discusses Dell's soaring AI server demand and impressive revenue projections through fiscal 2030. He analyzes if Dell is truly an AI company or merely a server assembler and delves into competition within the sector. Meanwhile, Brandon Scott, Mayor of Baltimore, shares insights on his city's crime reduction strategies, plans for economic development, and the impact of federal support. Together, they paint a picture of a tech-forward future and urban resilience.
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Watch Token Usage As A Revenue Signal
- Companies are building AI infrastructure now before large revenue realization from models and token usage.
- Monitor token consumption metrics as an early signal that consumer AI revenue will scale.
Invest Capital To Shift Power To Women
- To shift power, put capital in women-led funds and startups solving women's health and caregiving needs.
- Erin Harkless-Moore recommends funding female decision-makers to change product and investment outcomes.
Prioritize Care Infrastructure Investment
- Improve care infrastructure across childcare, elder care, and women's health to address a $648B care economy.
- Fund innovators that reduce caregiving burdens to unlock economic and social benefits.