Dell earnings reveal sluggish enterprise AI adoption

I was looking at their workstation the other day and they have this totally absurd “AI” branding that makes no sense whatsoever.<p>They are selling machines with GPUs with 4GB VRAM as “AI-Ready”.<p>If they don’t know system requirements for running basically any LLM or image model, it’s no wonder they are failing.<p><a href="https:&#x2F;&#x2F;www.dell.com&#x2F;en-us&#x2F;dt&#x2F;ai-technologies&#x2F;index.htm" rel="nofollow">https:&#x2F;&#x2F;www.dell.com&#x2F;en-us&#x2F;dt&#x2F;ai-technologies&#x2F;index.htm</a><p><a href="https:&#x2F;&#x2F;www.dell.com&#x2F;en-us&#x2F;shop&#x2F;workstations-isv-certified&#x2F;precision-5860-tower&#x2F;spd&#x2F;precision-5860-workstation" rel="nofollow">https:&#x2F;&#x2F;www.dell.com&#x2F;en-us&#x2F;shop&#x2F;workstations-isv-certified&#x2F;p...</a>

This is a specific Dell issue. You can see when comparing last quarter results, if somebody needs servers for serious business data center work they will get them from SuperMicro.<p>The run up in the share price of Dell, some days with percentages higher than NVIDIA just to at the be surprised with a 20% share price drop, shows there is a lot of dumb money and trend following in Wall Street. 20 days ago out of the 14 analysts covering DELL, 10 recommend “Strong Buy”...