https://seekingalpha.com/article/4724069-dell-shrinking-backlog-and-margin-pressures?source=feed_all_articles
6 replies (most recent on top)
good, no more horse cr-p in the roads.
No way. The energy on the RTO sales floors alone will result in every business adopting AI servers. Even the Amish will be forced to give up their faith and embrace the power of dellai
JC “ Dell Technologies is leading the way and shaping the AI future” !! The only thing you can lead and shape is the removal of talent and staff morale. Come down from the “cloud” JC and recognize that you are a tiny player and if Dell disappeared tomorrow the AI future you mention wouldn’t skip a beat!
@xvz+1uMiunVb No really. The conundrum is that it takes a ton of specific design to make a really GPU-optimized server and all of that is very expensive. Nobody will buy these AI optimized servers to use as "just a server".
"Take out the NVDA or AMD GPU"
Yup. that's why I get second hand embarrassment when I see M. Dell pumping AI for Dell.
Take out the NVDA or AMD GPU and it's just a server