Computer maker Dell Technologies (NYSE: DELL) has been generating a lot of growth lately from artificial intelligence (AI), with servers optimized for AI being in high demand.
It’s become a huge growth opportunity for the company, and it comes at a critical time when its computer sales haven’t exactly been taking off
However, there could be yet another promising and underrated growth opportunity for Dell in the near future. Nvidia CEO Jensen Huang recently made a prediction, which, if true, could light a fire under Dell’s computer business in the future, and it’s to do with agentic AI. Billions of agents could be in need of computers A big concern related to AI is that agents may take jobs and diminish the need for human workers.
How that all plays out remains a question mark, but what is clear is that agents could play a crucial role in the economy’s future growth by speeding up work and freeing people from repetitive day-to-day tasks. Huang predicted, on his company’s recent earnings call, that there will be billions of agents in the future. And those agents are going to require similar tools to those that humans use right now, including computers.