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tpurveslast Wednesday at 5:05 PM3 repliesview on HN

Dell is cooked this year for reasons entirely outside their control. DRAM and storage/drive shortages are causing costs of those to go to the moon. And Dell's 'inventory' light supply chain and narrow margins puts them in a perfect storm of trouble.


Replies

dude250711last Wednesday at 5:12 PM

Anything but admitting that AI king is naked, here on HN...

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leptonsyesterday at 12:55 AM

I can't wait for all the data center fire-sales when the whole "AI" boom goes bust. Ebay is going to be flooded with tech.

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soupfordummieslast Wednesday at 6:53 PM

So it was RAM a couple months ago and now storage/drives are going to the moon also?

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