AI servers
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →
Everything said about AI servers, oldest first
Dec 23, 2024 positive
Patel: Consolidating legacy CPU servers frees up power for AI workloads
“If I just replace, like, six servers with one, I've basically invented power out of thin air, right? I mean, like, you know, in effect, because these old servers, which are six plus years old, or even, you know, they can just be deprecated and put, so with Cap…”
Jul 10, 2025 bullish
Dell: We Received $12.1B in Q1 AI Orders, Have $14B Backlog
“So last year, our server networking business grew 58% year over year. In the first quarter, we had we received 12.1 billion dollars in AI orders. And by the way, our shipments for all of last year in AI servers were about ten billion dollars... So we took orde…”