How is this business holding up ?
Posts mentioning hashtag #hardware
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Ennoconn is finally taking the hardware over, can’t be good news for jobs
Ennoconn will design, manufacture, warrant, supply and ship self-checkout and point-of-sale hardware directly to NCR Voyix customers, with NCR Voyix acting as a hardware sales agent coordinating the purchase and delivery of hardware to customers. As a result of the hardware transition, NCR Voyix is expected to record revenue from hardware sales on a net basis, starting in the second quarter of 2026.
Did the massive PC refresh happen yet?
The layoffs are the only thing you can count on at Dell!
WF laptops
My laptop is so slow ALL THE TIME and WF makes it so difficult to get a new or better one. What laptop model do you have and does it work? Any tips?
Barrons: 6 Reasons to Like Dell Stock!
Here it goes:
- AI can unlock sizable global productivity savings, driving more investment in compute, storage, and networking
- 85 percent of enterprises plan to move generative AI on premise, boosting demand for compute, storage, and networking
- Dell’s AI factory helps 3,000 plus enterprise customers deploy AI at scale
- As inferencing shifts to the edge, Dell can scale AI PCs opportunities
- Infrastructure Solutions Group is expected to sustain 11 percent to 14 percent CAGR over the next few years, led by AI servers, x86 servers, and storage
- x86 server growth should be supported by both higher units and higher average selling prices
https://www.barrons.com/articles/6-reasons-to-like-dell-stock-plus-draftkings-infosys-and-more-f16d0c81?mod=RTA
Sales cut in 3 weeks
Sales; hardware and cloud
Xbox Handheld Reportedly Cancelled as Microsoft Refuses AMD’s 10M Unit Commitment
https://www.altchar.com/game-news/xbox-handheld-reportedly-cancelled-as-microsoft-refuses-amds-10m-unit-commitment-aBH892X2KHCa
And we keep losing
Valve's September 2025 Steam Hardware Survey reveals AMD's Ryzen CPUs are rapidly gaining market share from Intel, driven by popular 8-core and 16-core models.
https://www.tweaktown.com/news/108073/steam-data-shows-pc-gamers-are-choosing-amd-cpus-over-intel/index.html
Yet more bad news for Power
https://newsroom.ibm.com/2025-10-01-ibm-and-amd-collaborate-with-zyphra-on-next-generation-ai-infrastructure
For those who get laid off, what's stopping one to just not return their computer/phone?
If I were to be laid off, I'd return them but unwillingly. I have 2 systems from Dell, a corporate phone, and a few other items issued to me. I know for a fact that Dell can simply de-activate your machine's access to VPN's and such and it wouldn't exactly be difficult to wipe the computer clean and start fresh, if you wanted to.
The two systems I have are likely worth a combined $1100 at MOST. The phone is an iphone 10x, which obviously would have it's service cut but, you could theoretically put service onto it yourself (out of your pocket.) That phone is worth maybe 150.. The other device I have is worth closer to 1k I think and is the only thing I'd want to keep if possible. I'd say only about 100 people in the entire company have this device. I'd tell you what it is but I'd give myself away as to what org I'm in and what department I'm in..
But, what if a laid off person was to just not return their computer, badge, etc...?
Hardware RIFs
Is Oracle HW getting whacked?