SMCI 和 DELL深陷价格战

[牛大春]

戴尔也跌了。

[redbeanus]

key takeaway from the call is that demand remains robust, especially for solutions that increase efficiency and lower operating costs. half of the margin impact was due to overpaying for components for newer liquid cooled solutions to secure component supply in order to meet current customer demand. AI is not dead and demand for AI compute is only increasing.

[牛大春]

key takeaway from the call is that demand remains robust, especially for solutions that increase efficiency and lower operating costs. half of the margin impact was due to overpaying for components for newer liquid cooled solutions to secure component supply in order to meet current customer demand. AI is not dead and demand for AI compute is only increasing.

思前想后，决定减仓Dell.