If the AI hype has already peaked, does that mean Dell backed the wrong horse?
Does this mean MD might finally show JC the door for failing?
And what does all of this mean for the rest of Dell?”
11 replies (most recent on top)
@j2 It's dell though so they'll call it something lame like "power ai" or wait for apple to come out with a name and copy that.
@dv Quantum AI, 'cause it sounds cool
@e2 lol. You must be trying to troll JR on here
I'd say the AI HYPE is wearing off but the thing is, is that slowly but surely it's being realized that AI, while very very useful, cannot replace humans. I feel like Dell is thinking that the more AI they have, the less people they need to employee which may be true to SOME extent but, with as often as they layoff - which is year round and constant - they will get to a point in which they will need HUMANS to do the jobs that AI is failing in, not doing well enough, or straight up not working at all.
To me it feels like Dell thinks that AI is the "future" of Dell when it's really not.
AI has absolutely not "peaked" lol... If anything it's just getting started. As per usual, Dell is late to the game in regards to being on the "bleeding edge of technology" and is now playing catchup and by the time they catch up, the;y will still be behind their competitors and other companies.
@e2 I wish. At least that guy had some business sense.
is it true that jeff boudreau is returning to Dell as a senior leader (replacing JC eventually)?
It just means MD and JC will be onto the next grift.
quantum computing, you say?
Learn from previous rounds. The bubble will not burst before small time investors pours their money into it. That is just around the corner so hold tight.
When average Joe catches wind of the "next big thing" it's already over. Big investors will make money as they always do. We're not there quiet yet.
The hype is starting to wear off as more people use these tools and discover... they're tools, not employees.
That won't stop the massive over-investment in LLM technology of course. Estimates are the bubble will burst in maybe late 2026 to mid 2027.
AI is just getting warmed up.