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@RecentlyTrain484 2 months ago

Dell has suddenly started getting AI attention too

Dell has suddenly started getting AI attention too

revenue growth wasn’t very exciting before, but AI server demand is bringing some interest now. Funny how AI is get employees fired but generating revenues for so many companies.

@MasonCarter10 2 months ago

AI really changed Dell’s story fast, server demand is turning old-school hardware companies relevant again.

@Simonwhite 2 months ago

it’s wild how quickly the narrative changed for Dell lately. do you think the ai server margins are actually going to be high enough?