Dell Review: Blackwell Efficiency Problems (Rating Downgrade)
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Dell Technologies Inc. faces challenges as its AI PC and server sales underperform, raising concerns about future revenue growth. Nvidia's efficient Blackwell chips may further impact Dell's server sales.
November 29, 2024 | 8:45 pm
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Dell Technologies Inc. is experiencing underperformance in AI PC and server sales, raising concerns about its future revenue growth. The introduction of Nvidia's efficient Blackwell chips may reduce the demand for Dell's servers.
Dell's underperformance in AI PC and server sales suggests challenges in capitalizing on the AI PC revolution. Additionally, Nvidia's efficient Blackwell chips could reduce the number of servers needed, potentially impacting Dell's server sales and revenue growth negatively.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100