https://finance.yahoo.com/news/dell-says-job-cuts-continue-212100898.html
(Bloomberg) -- Dell Technologies Inc. will continue to reduce its workforce this year, trying to control costs amid concerns that demand for PCs hasn’t rebounded and sales of servers optimized for artificial intelligence aren’t as profitable as other products..
Dell is long past server business only
They had great years during covid.
Did not reinvest back in the company.
And here you are
It's not just HP or Supermicro in the US as challengers for the AI server throne.
Other new global AI server maker entries like "Mega Networks" will pose headaches to the incumbent global server makers as well as they grow in confidence.
https://economictimes.indiatimes.com/tech/technology/mega-networks-plans-to-make-ai-servers-in-maharashtra/articleshow/109480644.cms
If Dell is really trying to compete with SuperMicro, then somebody ought to ask Jeff and Arthur why they disbanded DCS, which was the only part of Dell that was even close to being able to compete at low margins.
When competing with supermicro, hp etc, the profits aren’t there. Everybody has to more or less buy the business. Commodity equipment will always be that way.
Has not rebounded to the pandemic levels of government money and an abnormal buying pattern. The gaslighting is impressive
As it turns out you can't charge a high premium for plugging a GPU into a server.