To be fair, Dell has bigger, more fundamental threats out on the horizon right now than consumers not wanting AI.

Making consumers want things is fixable in any number of ways.

Tariffs?..

Supply chain issues in a fracturing global order?..

.. not so much. Only a couple ways to fix those things, and they all involve nontrivial investments.

Even longer term threats are starting to look more plausible these days.

Lot of unpredictability out there at the moment.