Cổ phiếu Dell giảm 6% giữa đợt bán tháo AI, tài sản của Michael Dell giảm 15,1 tỷ USD

The Huoxing Finance report states that on September 14, according to BIT (Bit.com) market data, affected by the sell-off in the AI sector, Dell Technologies' stock dropped more than 6% on Monday, causing founder Michael Dell's net worth to decrease by $15.1 billion to $261.4 billion, sliding from 2nd to 4th place on the Forbes Real-Time Billionaires List, behind Musk, Larry Page, and Bezos. Previously, Dell Technologies' stock had benefited from the investment boom in AI data centers, with its cumulative gain this year reaching approximately 321%. The company's financial report released on September 1 showed that second-quarter revenue reached $47 billion, a 58% year-over-year increase, with AI-optimized server revenue doubling to $16.4 billion. The company now expects AI-optimized server revenue to reach $74 billion in fiscal year 2027, higher than the previous forecast of $60 billion. This correction coincided with a broad decline in global AI-related stocks. Recent calls by Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman to slow down frontier AI development have prompted the market to reassess AI capital expenditures and infrastructure demand. On Monday, NVIDIA fell over 3%, AMD dropped over 5.5%, Intel declined 5.5%, SoftBank closed down over 10%, while ASML and Samsung also weakened simultaneously.