美国MITBBS

SMCI也被DELL拖累！

redbeanus 写了： 30 5月 2024, 16:45

SMCI也被DELL拖累！

要有耐心，

戴尔的传统业务还是大头。AI服务占比还没有到15%。

Dell has emerged as a potential winner in the artificial intelligence (AI) boom, but its overall performance is still being dragged down by legacy tech businesses.

https://finance.yahoo.com/news/why-dell ... 14222.html

牛大春 写了： 30 5月 2024, 15:49

AI server也是为AI芯片服务的。过去半年戴尔的股价涨幅都要超过女大了。但是戴尔又不是全部业务都在AI server上。

Hof 写了： 30 5月 2024, 15:39

AI芯片毕竟需要主机/服务器来装载，现在AI-optimized server哪家OEM是market leader？how is the market share occupation?

BTW: who is OEM/producer of BlackRock's giant AI server Aladdin, which located in Wenatchee, Washington state?