Rob May, GP @ Half Court
Dell is capturing AI server revenue at scale ($60B expected FY27), but most margin flows to GPU/chip makers; the real question is whether Dell can leverage these deployments into higher-margin services, storage, and financing to convert volume into durable profit.
Read the full post on Investing in AI ↗
Topics: AI (Horizontal) · Semiconductors
Published by Investing in AI · their site ↗
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