SMCI 和 DELL深陷价格战
发表于 ： 06 8月 2024, 16:05
戴尔也跌了。
戴尔也跌了。
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.
redbeanus 写了： ↑06 8月 2024, 17:18key 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.