Dell’s been getting a lot of attention for its AI server backlog and enterprise demand, but I’m wondering how durable this really is. Is this a multi-year growth story driven by real customer spend, or more of a short-term surge tied to the current AI hype cycle? Curious how others are thinking about margins, competition, and what happens once the initial build-out slows.
There are no replies in this thread yet. Be the first to post a reply below: