Dell's AI Server Revenue Surged 757%(jefftech.substack.com)

2 pointsby jeffuflw zeszłym miesiącu1 comments

https://jefftech.substack.com/p/dells-ai-server-revenue-surged-757what

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jeffuflw zeszłym miesiącu

Hardware vendors have been some of the biggest winners of the AI boom so far. When will AI software companies start seeing the same payoff?