Rob May, GP @ Half Court
Dell's AI server dominance generates revenue without proportional margin because it assembles around scarce accelerator silicon owned by others; the investment question is whether Dell can own the next binding constraint (power, cooling, or orchestration) before specialists claim it.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · Manufacturing & Industrials
Published by Investing in AI · their site ↗
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