BONUS: Dell CFO David Kennedy Talks Earnings & Upbeat Outlook Fueled by AI

About this episode

Dell CFO David Kennedy discusses AI server demand and its impact on the company's sales forecast.

Dell CFO David Kennedy joins Bloomberg Tech co-host Ed Ludlow to talk about AI server demand and how that boosted the company's annual sales forecast. Kennedy also comments on Dell's $9.7 billion Pentagon software deal.  See omnystudio.com/listener for privacy information.

People in this episode

Host: Ed Ludlow

Guest: David Kennedy

Topics covered

• AI
• earnings
• sales forecast
• server demand
• software deal

Keywords

• Dell
• AI
• earnings
• sales forecast
• Pentagon
• software deal
• David Kennedy

Mentioned in this episode

Organizations: Dell, Bloomberg, Pentagon

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