Dell's AI server revenue surged 757%, but its profit margin shrank.

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1. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] · 2026-05-29 17:45

   Dell's AI server revenue surged 757%, but its profit margin shrank. The gains flow upstream to Nvidia (74.9% margin) and memory makers, not the companies assemb

   Dell's AI server revenue surged 757%, but its profit margin shrank. The gains flow upstream to Nvidia (74.9% margin) and memory makers, not the companies assembling the hardware. A familiar pattern from software now reshaping hardware economics. implicator.ai/in-the-ai-ha… # AI #…