…That spread between backlog and capex is getting wider, and that may be an effect of longer deals for cloud capacity being on the books. (It would be interesting if Google disclosed…
…That, in a nutshell, is the AI server strategy of the IT hardware company that bears his name. Well, almost. Dell says it already has 4,000 enterprise and sovereign AI customers…
…of the major OEMs that are pressed to squeeze some profits from this mainstream HPC hardware business. Some days, it looks like the only companies actually profiting from the GenAI boom are…
…The company can walk away from business if it chooses (we are not saying that it does, but it can certainly has to focus on the most profitable deals it can make…
To show you the most relevant results, we’ve omitted some entries very similar to those already shown. Repeat the search with the omitted results included.