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Topic: margins

Rows of servers in a data center
New Companies
Tuesday, 6/30, 07:43 PM

Dell's AI Server Boom Hides a Profit-Margin Squeeze

  • Dell's AI-server revenue has roughly doubled, to about $50 billion a year — but its gross margin has fallen from over 24% to around 18%.
  • The reason: Nvidia captures most of the value in an AI server, leaving Dell, the assembler, with a sliver.
  • It's a vivid lesson that booming revenue isn't booming profit.

margins — news and stories on this topic

This page collects all of Boursel's coverage of margins. Follow the topic from one place: new stories appear here automatically as more is published. That way you stay on top of how the situation develops.

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