From the Token frenzy to a $1.3 trillion AI server blue ocean: AI inference compute is in full bloom, and leaders like Dell are entering a golden era of "volume, price, and share."

Zhito Finance APP has learned that a latest research report titled "2Q26 Server Market Share and Growth Prospects" released by Wall Street financial giant Goldman Sachs shows that Dell and a host of other global leaders in AI server cluster manufacturing are simultaneously sharing in two growth dividends: "the accelerating expansion of the AI server market size" and "a substantial increase in order share from core AI cloud computing customers such as large enterprises and neoclouds," rather than merely passively benefiting from hardware price increases.