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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