Dell: Nonlinear demand, chip supply curb our AI server growth

Lewis highlights the"significant momentum" in the company's AI infrastructure business, noting that the company is on a continued growth trajectory. Dell anticipates growth in its server business for multiple quarters to come.

And here to discuss, we are now joined by Arthur Lewis, Dell Technologies Infrastructure Solutions Group, President Arthur.So let, let's dig right into this Arthur because the issue does seem to be uh margins and and margins around the A I servers.And I think he kind of put his finger on it here when he said it looks like operating margins for A I services servers are effectively at zero.

And so we're excited about the server recovery and, you know, as we said, the storage recovery, uh you know, sort of lags a server recovery by one or two quarters. Why I Can’t Stop Buying Shares of This Magnificent High-Yield Dividend Stock in My Retirement Account

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