Dell's AI server revenue surged 757%, but its profit margin shrank. The gains flow upstream to Nvidia (74.9% margin) and...

Dell's AI server revenue surged 757%, but its profit margin shrank. The gains flow upstream to Nvidia (74.9% margin) and memory makers, not the companies assembling the hardware. A familiar pattern from software now reshaping hardware economics. implicator.ai/in-the-ai-ha… #AI #Hardware #Economics

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